YorkBridge Wealth Partners’s International Paper IP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,982
| Closed | -$208K | – | 288 |
|
|
2022
Q2 | $208K | Hold |
4,982
| – | – | 0.05% | 266 |
|
|
2022
Q1 | $230K | Sell |
4,982
-232
| -4% | -$10.7K | 0.05% | 272 |
|
|
2021
Q4 | $245K | Sell |
5,214
-421
| -7% | -$19.8K | 0.05% | 254 |
|
|
2021
Q3 | $298K | Sell |
5,635
-5,473
| -49% | -$289K | 0.08% | 214 |
|
|
2021
Q2 | $645K | Buy |
11,108
+317
| +3% | +$18.4K | 0.17% | 106 |
|
|
2021
Q1 | $553K | Buy |
10,791
+1,110
| +11% | +$56.9K | 0.16% | 111 |
|
|
2020
Q4 | $456K | Sell |
9,681
-2,024
| -17% | -$95.3K | 0.15% | 111 |
|
|
2020
Q3 | $449K | Buy |
11,705
+386
| +3% | +$14.8K | 0.19% | 98 |
|
|
2020
Q2 | $377K | Buy |
11,319
+484
| +4% | +$16.1K | 0.17% | 107 |
|
|
2020
Q1 | $319K | Sell |
10,835
-169
| -2% | -$4.98K | 0.2% | 111 |
|
|
2019
Q4 | $480K | Buy |
11,004
+148
| +1% | +$6.46K | 0.22% | 108 |
|
|
2019
Q3 | $430K | Sell |
10,856
-1,582
| -13% | -$62.7K | 0.22% | 107 |
|
|
2019
Q2 | $510K | Buy |
12,438
+2,616
| +27% | +$107K | 0.23% | 94 |
|
|
2019
Q1 | $430K | Sell |
9,822
-364
| -4% | -$15.9K | 0.2% | 106 |
|
|
2018
Q4 | $389K | Sell |
10,186
-743
| -7% | -$28.4K | 0.21% | 105 |
|
|
2018
Q3 | $517K | Buy |
10,929
+2,241
| +26% | +$106K | 0.24% | 97 |
|
|
2018
Q2 | $428K | Buy |
8,688
+772
| +10% | +$38K | 0.19% | 114 |
|
|
2018
Q1 | $394K | Buy |
7,916
+542
| +7% | +$27K | 0.18% | 118 |
|
|
2017
Q4 | $415K | Sell |
7,374
-760
| -9% | -$42.8K | 0.2% | 110 |
|
|
2017
Q3 | $438K | Sell |
8,134
-170
| -2% | -$9.15K | 0.23% | 98 |
|
|
2017
Q2 | $448K | Buy |
8,304
+1,073
| +15% | +$57.9K | 0.24% | 91 |
|
|
2017
Q1 | $368K | Sell |
7,231
-897
| -11% | -$45.7K | 0.19% | 107 |
|
|
2016
Q4 | $376K | Buy |
+8,128
| New | +$376K | 0.22% | 101 |
|