EWM
Evercore Wealth Management’s Interpublic Group of Companies IPG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-7,760
| Closed | -$214K | – | 385 |
|
2022
Q2 | $214K | Hold |
7,760
| – | – | ﹤0.01% | 370 |
|
2022
Q1 | $275K | Buy |
+7,760
| New | +$275K | ﹤0.01% | 370 |
|
2017
Q1 | – | Sell |
-49
| Closed | -$1K | – | 1008 |
|
2016
Q4 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 974 |
|