IPG Investment Advisors’s Value Line VALU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-36,369
| Closed | -$546K | – | 139 |
|
|
2015
Q3 | $546K | Sell |
36,369
-875
| -2% | -$13.1K | 0.25% | 63 |
|
|
2015
Q2 | $387K | Hold |
37,244
| – | – | 0.14% | 86 |
|
|
2015
Q1 | $547K | Buy |
+37,244
| New | +$547K | 0.21% | 71 |
|
|
2014
Q4 | – | Sell |
-42,669
| Closed | -$681K | – | 134 |
|
|
2014
Q3 | $681K | Buy |
42,669
+20,569
| +93% | +$328K | 0.25% | 52 |
|
|
2014
Q2 | $382K | Buy |
+22,100
| New | +$382K | 0.17% | 63 |
|