BSW Wealth Partners’s IPG Photonics IPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,382
| Closed | -$417K | – | 298 |
|
|
2023
Q1 | $417K | Sell |
3,382
-49
| -1% | -$6.04K | 0.09% | 165 |
|
|
2022
Q4 | $325K | Buy |
3,431
+366
| +12% | +$34.7K | 0.07% | 200 |
|
|
2022
Q3 | $259K | Buy |
3,065
+132
| +5% | +$11.2K | 0.06% | 212 |
|
|
2022
Q2 | $276K | Buy |
2,933
+1,069
| +57% | +$101K | 0.07% | 203 |
|
|
2022
Q1 | $205K | Buy |
1,864
+241
| +15% | +$26.5K | 0.05% | 273 |
|
|
2021
Q4 | $279K | Buy |
1,623
+149
| +10% | +$25.6K | 0.07% | 206 |
|
|
2021
Q3 | $233K | Buy |
+1,474
| New | +$233K | 0.07% | 220 |
|