WFG Advisors’s Packaging Corp of America PKG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,307
| Closed | -$87K | – | 1652 |
|
|
2016
Q2 | $87K | Hold |
1,307
| – | – | 0.02% | 535 |
|
|
2016
Q1 | $79K | Buy |
1,307
+307
| +31% | +$18.6K | 0.02% | 541 |
|
|
2015
Q4 | $63K | Buy |
1,000
+800
| +400% | +$50.4K | 0.02% | 601 |
|
|
2015
Q3 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 1050 |
|
|
2015
Q2 | – | Sell |
-665
| Closed | -$52K | – | 1754 |
|
|
2015
Q1 | $52K | Buy |
665
+1
| +0.2% | +$78 | 0.01% | 720 |
|
|
2014
Q4 | $52K | Hold |
664
| – | – | 0.01% | 873 |
|
|
2014
Q3 | $42K | Sell |
664
-2,769
| -81% | -$175K | 0.01% | 992 |
|
|
2014
Q2 | $245K | Buy |
3,433
+1,051
| +44% | +$75K | 0.05% | 408 |
|
|
2014
Q1 | $168K | Sell |
2,382
-4,353
| -65% | -$307K | 0.03% | 474 |
|
|
2013
Q4 | $426K | Buy |
6,735
+200
| +3% | +$12.7K | 0.06% | 339 |
|
|
2013
Q3 | $373K | Hold |
6,535
| – | – | 0.06% | 340 |
|
|
2013
Q2 | $320K | Buy |
+6,535
| New | +$320K | 0.05% | 356 |
|