Dakota Wealth Management’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,774
| Closed | -$280K | – | 680 |
|
|
2023
Q3 | $280K | Buy |
9,774
+691
| +8% | +$19.8K | 0.01% | 503 |
|
|
2023
Q2 | $350K | Buy |
9,083
+1,004
| +12% | +$38.7K | 0.02% | 445 |
|
|
2023
Q1 | $301K | Buy |
8,079
+135
| +2% | +$5.03K | 0.02% | 462 |
|
|
2022
Q4 | $265K | Sell |
7,944
-170
| -2% | -$5.66K | 0.02% | 470 |
|
|
2022
Q3 | $207K | Buy |
8,114
+329
| +4% | +$8.39K | 0.02% | 494 |
|
|
2022
Q2 | $214K | Buy |
+7,785
| New | +$214K | 0.02% | 431 |
|
|
2022
Q1 | – | Sell |
-37,052
| Closed | -$1.39M | – | 464 |
|
|
2021
Q4 | $1.39M | Hold |
37,052
| – | – | 0.15% | 139 |
|
|
2021
Q3 | $1.36M | Buy |
37,052
+1,922
| +5% | +$70.4K | 0.16% | 143 |
|
|
2021
Q2 | $1.14M | Sell |
35,130
-11,045
| -24% | -$359K | 0.14% | 144 |
|
|
2021
Q1 | $1.35M | Buy |
+46,175
| New | +$1.35M | 0.18% | 126 |
|
|
2017
Q3 | – | Sell |
-56,307
| Closed | -$1.39M | – | 64 |
|
|
2017
Q2 | $1.39M | Buy |
56,307
+18,992
| +51% | +$467K | 0.77% | 33 |
|
|
2017
Q1 | $917K | Buy |
+37,315
| New | +$917K | 0.54% | 38 |
|