Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-213
| Closed | -$4K | – | 792 |
|
|
2017
Q3 | $4K | Hold |
213
| – | – | ﹤0.01% | 740 |
|
|
2017
Q2 | $5K | Hold |
213
| – | – | ﹤0.01% | 564 |
|
|
2017
Q1 | $5K | Buy |
213
+48
| +29% | +$1.13K | ﹤0.01% | 564 |
|
|
2016
Q4 | $4K | Hold |
165
| – | – | ﹤0.01% | 591 |
|
|
2016
Q3 | $4K | Sell |
165
-238
| -59% | -$5.77K | ﹤0.01% | 607 |
|
|
2016
Q2 | $10K | Sell |
403
-65
| -14% | -$1.61K | ﹤0.01% | 529 |
|
|
2016
Q1 | $10K | Hold |
468
| – | – | ﹤0.01% | 526 |
|
|
2015
Q4 | $10K | Buy |
+468
| New | +$10K | ﹤0.01% | 527 |
|