Cornerstone Advisory’s IPG Photonics IPGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-888
Closed -$153K 480
2021
Q4
$153K Buy
+888
New +$153K 0.02% 280
2018
Q4
Sell
-1,504
Closed -$235K 149
2018
Q3
$235K Hold
1,504
0.07% 132
2018
Q2
$332K Hold
1,504
0.11% 112
2018
Q1
$351K Sell
1,504
-1,050
-41% -$245K 0.13% 110
2017
Q4
$547K Hold
2,554
0.19% 91
2017
Q3
$473K Sell
2,554
-110
-4% -$20.4K 0.16% 97
2017
Q2
$387K Hold
2,664
0.13% 103
2017
Q1
$322K Buy
+2,664
New +$322K 0.16% 85