Concord 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
Q1 | – | Sell |
-280
| Closed | -$26.5K | – | 1117 |
|
|
2022
Q4 | $26.5K | Buy |
+280
| New | +$26.5K | 0.01% | 481 |
|
|
2022
Q3 | – | Sell |
-280
| Closed | -$26K | – | 630 |
|
|
2022
Q2 | $26K | Hold |
280
| – | – | 0.01% | 484 |
|
|
2022
Q1 | $31K | Hold |
280
| – | – | 0.01% | 531 |
|
|
2021
Q4 | $48K | Buy |
+280
| New | +$48K | 0.01% | 464 |
|
|
2021
Q3 | – | Sell |
-280
| Closed | -$59K | – | 962 |
|
|
2021
Q2 | $59K | Hold |
280
| – | – | 0.02% | 322 |
|
|
2021
Q1 | $59K | Buy |
+280
| New | +$59K | 0.02% | 308 |
|