CWA
Clarus Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-5,348
| Closed | -$202K | – | 119 |
|
2021
Q4 | $202K | Buy |
+5,348
| New | +$202K | 0.12% | 99 |
|
2021
Q2 | – | Sell |
-8,773
| Closed | -$258K | – | 116 |
|
2021
Q1 | $258K | Hold |
8,773
| – | – | 0.16% | 110 |
|
2020
Q4 | $214K | Buy |
+8,773
| New | +$214K | 0.14% | 125 |
|
2020
Q1 | – | Sell |
-8,773
| Closed | -$203K | – | 130 |
|
2019
Q4 | $203K | Buy |
+8,773
| New | +$203K | 0.13% | 132 |
|