CWS
Confluence Wealth Services’s Interpublic Group of Companies IPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,203
| Closed | -$268K | – | 342 |
|
|
2023
Q4 | $268K | Sell |
8,203
-8,380
| -51% | -$274K | 0.03% | 251 |
|
|
2023
Q3 | $475K | Buy |
16,583
+2,889
| +21% | +$82.8K | 0.09% | 162 |
|
|
2023
Q2 | $528K | Buy |
13,694
+4,767
| +53% | +$184K | 0.11% | 144 |
|
|
2023
Q1 | $332K | Buy |
+8,927
| New | +$332K | 0.08% | 182 |
|