LWAM
Legacy Wealth Asset Management’s Interpublic Group of Companies IPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,951
| Closed | -$346K | – | 355 |
|
|
2024
Q3 | $346K | Sell |
10,951
-25
| -0.2% | -$791 | 0.09% | 287 |
|
|
2024
Q2 | $319K | Buy |
10,976
+53
| +0.5% | +$1.54K | 0.09% | 289 |
|
|
2024
Q1 | $356K | Buy |
10,923
+347
| +3% | +$11.3K | 0.1% | 276 |
|
|
2023
Q4 | $345K | Buy |
10,576
+41
| +0.4% | +$1.34K | 0.11% | 274 |
|
|
2023
Q3 | $302K | Sell |
10,535
-129
| -1% | -$3.7K | 0.11% | 277 |
|
|
2023
Q2 | $411K | Sell |
10,664
-4,541
| -30% | -$175K | 0.14% | 247 |
|
|
2023
Q1 | $566K | Sell |
15,205
-218
| -1% | -$8.12K | 0.2% | 170 |
|
|
2022
Q4 | $514K | Sell |
15,423
-276
| -2% | -$9.19K | 0.2% | 172 |
|
|
2022
Q3 | $402K | Sell |
15,699
-891
| -5% | -$22.8K | 0.18% | 206 |
|
|
2022
Q2 | $457K | Sell |
16,590
-69
| -0.4% | -$1.9K | 0.19% | 181 |
|
|
2022
Q1 | $591K | Buy |
16,659
+220
| +1% | +$7.81K | 0.21% | 171 |
|
|
2021
Q4 | $616K | Buy |
16,439
+482
| +3% | +$18.1K | 0.21% | 177 |
|
|
2021
Q3 | $585K | Sell |
15,957
-133
| -0.8% | -$4.88K | 0.27% | 147 |
|
|
2021
Q2 | $523K | Sell |
16,090
-7,276
| -31% | -$237K | 0.23% | 166 |
|
|
2021
Q1 | $682K | Sell |
23,366
-289
| -1% | -$8.44K | 0.31% | 132 |
|
|
2020
Q4 | $556K | Buy |
+23,655
| New | +$556K | 0.28% | 147 |
|