Clearstead Advisors’s IPG Photonics IPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47K | Sell |
36
-83
| -70% | -$5.7K | ﹤0.01% | 2276 |
|
|
2025
Q1 | $7.51K | Buy |
+119
| New | +$7.51K | ﹤0.01% | 1677 |
|
|
2023
Q3 | – | Sell |
-13
| Closed | -$1.77K | – | 1540 |
|
|
2023
Q2 | $1.77K | Buy |
+13
| New | +$1.77K | ﹤0.01% | 1180 |
|
|
2022
Q3 | – | Sell |
-95
| Closed | -$9K | – | 1300 |
|
|
2022
Q2 | $9K | Sell |
95
-11
| -10% | -$1.04K | ﹤0.01% | 931 |
|
|
2022
Q1 | $12K | Sell |
106
-55
| -34% | -$6.23K | ﹤0.01% | 962 |
|
|
2021
Q4 | $28K | Sell |
161
-7
| -4% | -$1.22K | ﹤0.01% | 745 |
|
|
2021
Q3 | $27K | Hold |
168
| – | – | ﹤0.01% | 721 |
|
|
2021
Q2 | $35K | Sell |
168
-25
| -13% | -$5.21K | ﹤0.01% | 613 |
|
|
2021
Q1 | $41K | Buy |
193
+32
| +20% | +$6.8K | ﹤0.01% | 570 |
|
|
2020
Q4 | $36K | Hold |
161
| – | – | ﹤0.01% | 556 |
|
|
2020
Q3 | $27K | Hold |
161
| – | – | ﹤0.01% | 551 |
|
|
2020
Q2 | $26K | Hold |
161
| – | – | ﹤0.01% | 503 |
|
|
2020
Q1 | $18K | Buy |
+161
| New | +$18K | ﹤0.01% | 510 |
|