First Trust Direct Indexing’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,728
| Closed | -$561K | – | 442 |
|
|
2024
Q3 | $561K | Sell |
17,728
-2,510
| -12% | -$79.4K | 0.03% | 509 |
|
|
2024
Q2 | $589K | Buy |
20,238
+2,132
| +12% | +$62K | 0.04% | 458 |
|
|
2024
Q1 | $591K | Buy |
18,106
+3,627
| +25% | +$118K | 0.04% | 425 |
|
|
2023
Q4 | $473K | Buy |
+14,479
| New | +$473K | 0.04% | 455 |
|
|
2023
Q3 | – | Sell |
-6,614
| Closed | -$255K | – | 718 |
|
|
2023
Q2 | $255K | Sell |
6,614
-135
| -2% | -$5.21K | 0.03% | 593 |
|
|
2023
Q1 | $251K | Buy |
6,749
+739
| +12% | +$27.5K | 0.03% | 595 |
|
|
2022
Q4 | $200K | Buy |
+6,010
| New | +$200K | 0.03% | 629 |
|
|
2022
Q2 | – | Sell |
-6,835
| Closed | -$242K | – | 667 |
|
|
2022
Q1 | $242K | Sell |
6,835
-453
| -6% | -$16K | 0.03% | 566 |
|
|
2021
Q4 | $273K | Sell |
7,288
-295
| -4% | -$11.1K | 0.04% | 518 |
|
|
2021
Q3 | $278K | Buy |
+7,583
| New | +$278K | 0.04% | 500 |
|
|
2021
Q2 | – | Sell |
-13,393
| Closed | -$391K | – | 597 |
|
|
2021
Q1 | $391K | Hold |
13,393
| – | – | 0.1% | 262 |
|
|
2020
Q4 | $315K | Buy |
+13,393
| New | +$315K | 0.08% | 280 |
|