Williams Jones Wealth Management’s International Paper IP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,150
| Closed | -$240K | – | 537 |
|
|
2024
Q1 | $240K | Sell |
6,150
-678
| -10% | -$26.5K | ﹤0.01% | 466 |
|
|
2023
Q4 | $247K | Sell |
6,828
-1,011
| -13% | -$36.5K | ﹤0.01% | 453 |
|
|
2023
Q3 | $278K | Hold |
7,839
| – | – | ﹤0.01% | 429 |
|
|
2023
Q2 | $249K | Hold |
7,839
| – | – | ﹤0.01% | 442 |
|
|
2023
Q1 | $283K | Sell |
7,839
-60
| -0.8% | -$2.16K | ﹤0.01% | 453 |
|
|
2022
Q4 | $274K | Sell |
7,899
-291
| -4% | -$10.1K | ﹤0.01% | 457 |
|
|
2022
Q3 | $260K | Sell |
8,190
-1,722
| -17% | -$54.7K | ﹤0.01% | 457 |
|
|
2022
Q2 | $415K | Buy |
+9,912
| New | +$415K | 0.01% | 394 |
|