Affinity Investment Advisors’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,832
| Closed | -$511K | – | 190 |
|
|
2023
Q3 | $511K | Sell |
17,832
-5,442
| -23% | -$156K | 0.33% | 117 |
|
|
2023
Q2 | $898K | Buy |
23,274
+4,606
| +25% | +$178K | 0.52% | 62 |
|
|
2023
Q1 | $695K | Hold |
18,668
| – | – | 0.37% | 111 |
|
|
2022
Q4 | $622K | Buy |
18,668
+3,089
| +20% | +$103K | 0.29% | 123 |
|
|
2022
Q3 | $399K | Hold |
15,579
| – | – | 0.21% | 154 |
|
|
2022
Q2 | $429K | Sell |
15,579
-7,026
| -31% | -$193K | 0.21% | 150 |
|
|
2022
Q1 | $801K | Buy |
22,605
+2,692
| +14% | +$95.4K | 0.33% | 112 |
|
|
2021
Q4 | $746K | Buy |
+19,913
| New | +$746K | 0.3% | 122 |
|
|
2020
Q2 | – | Sell |
-10,510
| Closed | -$170K | – | 146 |
|
|
2020
Q1 | $170K | Hold |
10,510
| – | – | 0.09% | 129 |
|
|
2019
Q4 | $243K | Buy |
+10,510
| New | +$243K | 0.09% | 131 |
|