XWM
Xcel Wealth Management’s International Paper IP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
5,951
-50
| -0.8% | -$2.34K | 0.08% | 120 |
|
|
2025
Q1 | $320K | Sell |
6,001
-100
| -2% | -$5.34K | 0.1% | 111 |
|
|
2024
Q4 | $328K | Hold |
6,101
| – | – | 0.09% | 106 |
|
|
2024
Q3 | $298K | Hold |
6,101
| – | – | 0.09% | 110 |
|
|
2024
Q2 | $263K | Sell |
6,101
-38
| -0.6% | -$1.64K | 0.08% | 113 |
|
|
2024
Q1 | $240K | Buy |
6,139
+39
| +0.6% | +$1.52K | 0.07% | 117 |
|
|
2023
Q4 | $221K | Hold |
6,100
| – | – | 0.08% | 105 |
|
|
2023
Q3 | $216K | Sell |
6,100
-4,135
| -40% | -$147K | 0.09% | 100 |
|
|
2023
Q2 | $326K | Sell |
10,235
-302
| -3% | -$9.61K | 0.1% | 112 |
|
|
2023
Q1 | $380K | Buy |
10,537
+343
| +3% | +$12.4K | 0.13% | 98 |
|
|
2022
Q4 | $353K | Hold |
10,194
| – | – | 0.14% | 96 |
|
|
2022
Q3 | $323K | Hold |
10,194
| – | – | 0.12% | 100 |
|
|
2022
Q2 | $426K | Buy |
10,194
+2
| +0% | +$84 | 0.16% | 85 |
|
|
2022
Q1 | $470K | Buy |
10,192
+1,215
| +14% | +$56K | 0.13% | 95 |
|
|
2021
Q4 | $422K | Buy |
8,977
+2
| +0% | +$94 | 0.11% | 112 |
|
|
2021
Q3 | $502K | Buy |
8,975
+300
| +3% | +$16.8K | 0.15% | 96 |
|
|
2021
Q2 | $532K | Sell |
8,675
-14,375
| -62% | -$882K | 0.16% | 93 |
|
|
2021
Q1 | $1.25M | Sell |
23,050
-24,850
| -52% | -$1.34M | 0.44% | 54 |
|
|
2020
Q4 | $2.38M | Sell |
47,900
-3,000
| -6% | -$149K | 1.03% | 31 |
|
|
2020
Q3 | $2.06M | Sell |
50,900
-600
| -1% | -$24.3K | 1.06% | 31 |
|
|
2020
Q2 | $1.81M | Sell |
51,500
-440
| -0.8% | -$15.5K | 1.12% | 28 |
|
|
2020
Q1 | $1.62M | Buy |
51,940
+4,425
| +9% | +$138K | 1.46% | 25 |
|
|
2019
Q4 | $2.19M | Buy |
47,515
+500
| +1% | +$23K | 1.82% | 19 |
|
|
2019
Q3 | $1.97M | Buy |
47,015
+8,550
| +22% | +$358K | 1.82% | 19 |
|
|
2019
Q2 | $1.67M | Buy |
38,465
+14,025
| +57% | +$607K | 1.63% | 21 |
|
|
2019
Q1 | $1.13M | Buy |
24,440
+12,345
| +102% | +$571K | 1.17% | 28 |
|
|
2018
Q4 | $488K | Buy |
+12,095
| New | +$488K | 0.6% | 36 |
|