Beam Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14,839
| Closed | -$544K | – | 112 |
|
|
2021
Q3 | $544K | Hold |
14,839
| – | – | 0.47% | 71 |
|
|
2021
Q2 | $482K | Sell |
14,839
-1,672
| -10% | -$54.3K | 0.42% | 78 |
|
|
2021
Q1 | $482K | Buy |
16,511
+5,058
| +44% | +$148K | 0.43% | 76 |
|
|
2020
Q4 | $269K | Sell |
11,453
-5,070
| -31% | -$119K | 0.25% | 94 |
|
|
2020
Q3 | $275K | Hold |
16,523
| – | – | 0.26% | 100 |
|
|
2020
Q2 | $287K | Buy |
+16,523
| New | +$287K | 0.29% | 98 |
|