BSW Wealth Partners’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
Q2 | – | Sell |
-6,017
| Closed | -$224K | – | 297 |
|
|
2023
Q1 | $224K | Sell |
6,017
-2
| -0% | -$74 | 0.05% | 278 |
|
|
2022
Q4 | $200K | Buy |
+6,019
| New | +$200K | 0.04% | 284 |
|
|
2022
Q3 | – | Sell |
-8,334
| Closed | -$229K | – | 282 |
|
|
2022
Q2 | $229K | Buy |
8,334
+90
| +1% | +$2.47K | 0.05% | 234 |
|
|
2022
Q1 | $292K | Sell |
8,244
-1,614
| -16% | -$57.2K | 0.07% | 206 |
|
|
2021
Q4 | $369K | Buy |
9,858
+570
| +6% | +$21.3K | 0.09% | 166 |
|
|
2021
Q3 | $341K | Buy |
9,288
+2,486
| +37% | +$91.3K | 0.1% | 155 |
|
|
2021
Q2 | $221K | Buy |
+6,802
| New | +$221K | 0.06% | 221 |
|