Dakota Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,774	Closed	-$280K	–	685
2023 Q3	$280K	Buy	9,774 +691	+8%	+$23.1K	0.01%	505
2023 Q2	$350K	Buy	9,083 +1,004	+12%	+$37.9K	0.02%	447
2023 Q1	$301K	Buy	8,079 +135	+2%	+$4.85K	0.02%	465
2022 Q4	$265K	Sell	7,944 -170	-2%	-$5.27K	0.02%	472
2022 Q3	$207K	Buy	8,114 +329	+4%	+$9.33K	0.02%	498
2022 Q2	$214K	Buy	+7,785	New	+$247K	0.02%	435
2022 Q1	–	Sell	-37,052	Closed	-$1.39M	–	470
2021 Q4	$1.39M	Hold	37,052	–	–	0.15%	139
2021 Q3	$1.36M	Buy	37,052 +1,922	+5%	+$68.8K	0.16%	144
2021 Q2	$1.14M	Sell	35,130 -11,045	-24%	-$353K	0.14%	145
2021 Q1	$1.35M	Buy	+46,175	New	+$1.22M	0.18%	127
2017 Q3	–	Sell	-56,307	Closed	-$1.39M	–	64
2017 Q2	$1.39M	Buy	56,307 +18,992	+51%	+$464K	0.77%	33
2017 Q1	$917K	Buy	+37,315	New	+$895K	0.54%	38