Congress Wealth Management’s Installed Building Products IBP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,435
| Closed | -$201K | – | 612 |
|
|
2023
Q2 | $201K | Sell |
1,435
-1,622
| -53% | -$227K | ﹤0.01% | 542 |
|
|
2023
Q1 | $349K | Sell |
3,057
-1,452
| -32% | -$166K | 0.01% | 466 |
|
|
2022
Q4 | $386K | Sell |
4,509
-5,074
| -53% | -$434K | 0.01% | 442 |
|
|
2022
Q3 | $777K | Sell |
9,583
-19,871
| -67% | -$1.61M | 0.02% | 357 |
|
|
2022
Q2 | $2.45M | Sell |
29,454
-19,400
| -40% | -$1.61M | 0.06% | 261 |
|
|
2022
Q1 | $4.13M | Sell |
48,854
-6,144
| -11% | -$519K | 0.09% | 227 |
|
|
2021
Q4 | $7.68M | Buy |
+54,998
| New | +$7.68M | 0.15% | 177 |
|