PWM
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Partnership Wealth Management’s IPG Photonics IPGP Stock Holding History

Partnership Wealth Management’s Portfolio IPGP Stock Details IPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,580
Closed -$1.06M – 203
2024
Q2 		$1.06M Sell
12,580
-4,981
-28% -$430K 0.78% 34
2024
Q1 		$1.59M Buy
17,561
+13,923
+383% +$1.31M 1.12% 32
2023
Q4 		$356K Buy
+3,638
New +$352K 0.27% 75

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State Street
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Pacer Advisors
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Geode Capital Management
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DGI
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