WIA
Westbourne Investment Advisors’s International Paper IP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,815
| Closed | -$275K | – | 51 |
|
|
2020
Q2 | $275K | Sell |
7,815
-26,250
| -77% | -$924K | 0.34% | 40 |
|
|
2020
Q1 | $1.06M | Sell |
34,065
-14,495
| -30% | -$451K | 0.98% | 26 |
|
|
2019
Q4 | $2.24M | Sell |
48,560
-10,895
| -18% | -$502K | 1.52% | 16 |
|
|
2019
Q3 | $2.49M | Sell |
59,455
-735
| -1% | -$30.7K | 1.86% | 15 |
|
|
2019
Q2 | $2.61M | Sell |
60,190
-2,465
| -4% | -$107K | 2.11% | 14 |
|
|
2019
Q1 | $2.9M | Buy |
62,655
+4,225
| +7% | +$195K | 2.22% | 11 |
|
|
2018
Q4 | $2.36M | Buy |
58,430
+8,405
| +17% | +$339K | 2.03% | 13 |
|
|
2018
Q3 | $2.46M | Buy |
50,025
+5,945
| +13% | +$292K | 1.78% | 14 |
|
|
2018
Q2 | $2.3M | Buy |
44,080
+3,560
| +9% | +$185K | 1.98% | 14 |
|
|
2018
Q1 | $2.17M | Buy |
40,520
+8,480
| +26% | +$453K | 1.73% | 16 |
|
|
2017
Q4 | $1.86M | Sell |
32,040
-3,140
| -9% | -$182K | 1.41% | 19 |
|
|
2017
Q3 | $2M | Sell |
35,180
-2,195
| -6% | -$125K | 1.56% | 17 |
|
|
2017
Q2 | $2.12M | Sell |
37,375
-838
| -2% | -$47.4K | 1.72% | 19 |
|
|
2017
Q1 | $1.94M | Buy |
38,213
+2,735
| +8% | +$139K | 1.6% | 20 |
|
|
2016
Q4 | $1.88M | Buy |
35,478
+1,350
| +4% | +$71.6K | 1.65% | 21 |
|
|
2016
Q3 | $1.64M | Buy |
34,128
+3,980
| +13% | +$191K | 1.45% | 22 |
|
|
2016
Q2 | $1.28M | Buy |
30,148
+125
| +0.4% | +$5.3K | 1.16% | 29 |
|
|
2016
Q1 | $1.23M | Buy |
30,023
+6,170
| +26% | +$253K | 1.18% | 27 |
|
|
2015
Q4 | $899K | Buy |
23,853
+135
| +0.6% | +$5.09K | 0.87% | 42 |
|
|
2015
Q3 | $896K | Buy |
23,718
+50
| +0.2% | +$1.89K | 0.9% | 35 |
|
|
2015
Q2 | $1.13M | Buy |
+23,668
| New | +$1.13M | 1.02% | 32 |
|