Gideon Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,165
| Closed | -$262K | – | 329 |
|
|
2019
Q3 | $262K | Buy |
+12,165
| New | +$262K | 0.09% | 247 |
|
|
2019
Q2 | – | Sell |
-17,957
| Closed | -$377K | – | 348 |
|
|
2019
Q1 | $377K | Sell |
17,957
-2,186
| -11% | -$45.9K | 0.13% | 232 |
|
|
2018
Q4 | $416K | Buy |
+20,143
| New | +$416K | 0.17% | 189 |
|
|
2017
Q2 | – | Sell |
-8,694
| Closed | -$214K | – | 329 |
|
|
2017
Q1 | $214K | Sell |
8,694
-7,017
| -45% | -$173K | 0.13% | 355 |
|
|
2016
Q4 | $368K | Buy |
+15,711
| New | +$368K | 0.24% | 176 |
|
|
2015
Q4 | – | Sell |
-14,972
| Closed | -$286K | – | 233 |
|
|
2015
Q3 | $286K | Buy |
+14,972
| New | +$286K | 0.17% | 164 |
|