FVWA
Foster Victor Wealth Advisors’s Interpublic Group of Companies IPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-136,966
| Closed | -$5.24M | – | 166 |
|
|
2023
Q2 | $5.24M | Buy |
136,966
+1,554
| +1% | +$59.4K | 0.58% | 59 |
|
|
2023
Q1 | $5.07M | Buy |
135,412
+3,204
| +2% | +$120K | 0.61% | 59 |
|
|
2022
Q4 | $4.72M | Buy |
132,208
+5,360
| +4% | +$191K | 0.6% | 60 |
|
|
2022
Q3 | $3.42M | Buy |
126,848
+10,866
| +9% | +$293K | 0.5% | 68 |
|
|
2022
Q2 | $3.17M | Buy |
115,982
+13,178
| +13% | +$360K | 0.47% | 72 |
|
|
2022
Q1 | $3.54M | Buy |
102,804
+14,057
| +16% | +$484K | 0.49% | 66 |
|
|
2021
Q4 | $3.35M | Buy |
88,747
+13,592
| +18% | +$513K | 0.46% | 69 |
|
|
2021
Q3 | $2.76M | Buy |
75,155
+10,208
| +16% | +$374K | 0.44% | 69 |
|
|
2021
Q2 | $2.11M | Buy |
64,947
+11,616
| +22% | +$377K | 0.35% | 80 |
|
|
2021
Q1 | $1.58M | Buy |
53,331
+15,790
| +42% | +$466K | 0.29% | 81 |
|
|
2020
Q4 | $883K | Buy |
37,541
+14,760
| +65% | +$347K | 0.2% | 88 |
|
|
2020
Q3 | $380K | Buy |
+22,781
| New | +$380K | 0.1% | 103 |
|