LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Interpublic Group of Companies IPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-106
| Closed | -$4K | – | 749 |
|
|
2021
Q3 | $4K | Hold |
106
| – | – | ﹤0.01% | 672 |
|
|
2021
Q2 | $3K | Buy |
+106
| New | +$3K | ﹤0.01% | 800 |
|
|
2021
Q1 | – | Sell |
-230
| Closed | -$5K | – | 500 |
|
|
2020
Q4 | $5K | Buy |
+230
| New | +$5K | ﹤0.01% | 686 |
|
|
2018
Q2 | – | Sell |
-70
| Closed | -$2K | – | 698 |
|
|
2018
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 663 |
|
|
2017
Q4 | $1K | Hold |
70
| – | – | ﹤0.01% | 697 |
|
|
2017
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 717 |
|
|
2014
Q3 | – | Sell |
-1,330
| Closed | -$26K | – | 605 |
|
|
2014
Q2 | $26K | Hold |
1,330
| – | – | ﹤0.01% | 489 |
|
|
2014
Q1 | $23K | Buy |
+1,330
| New | +$23K | ﹤0.01% | 482 |
|