Berman Capital 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
Q3 | $95K | Buy |
2,601
+615
| +31% | +$22.5K | 0.01% | 457 |
|
|
2021
Q2 | $64K | Buy |
1,986
+177
| +10% | +$5.7K | 0.01% | 498 |
|
|
2021
Q1 | $52K | Buy |
1,809
+3
| +0.2% | +$86 | 0.01% | 465 |
|
|
2020
Q4 | $42K | Buy |
1,806
+292
| +19% | +$6.79K | 0.01% | 454 |
|
|
2020
Q3 | $25K | Buy |
1,514
+935
| +161% | +$15.4K | 0.01% | 522 |
|
|
2020
Q2 | $9K | Buy |
579
+162
| +39% | +$2.52K | ﹤0.01% | 796 |
|
|
2020
Q1 | $6K | Sell |
417
-2,363
| -85% | -$34K | ﹤0.01% | 840 |
|
|
2019
Q4 | $63K | Hold |
2,780
| – | – | 0.02% | 286 |
|
|
2019
Q3 | $59K | Hold |
2,780
| – | – | 0.02% | 279 |
|
|
2019
Q2 | $62K | Hold |
2,780
| – | – | 0.02% | 270 |
|
|
2019
Q1 | $57K | Hold |
2,780
| – | – | 0.02% | 256 |
|
|
2018
Q4 | $56K | Buy |
+2,780
| New | +$56K | 0.02% | 240 |
|