Regal Investment Advisors’s IPG Photonics IPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-50
| Closed | -$3K | – | 573 |
|
|
2015
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 887 |
|
|
2015
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 781 |
|
|
2015
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 810 |
|
|
2014
Q4 | – | Sell |
-328
| Closed | -$23K | – | 963 |
|
|
2014
Q3 | $23K | Hold |
328
| – | – | 0.01% | 531 |
|
|
2014
Q2 | $23K | Sell |
328
-13
| -4% | -$912 | 0.01% | 521 |
|
|
2014
Q1 | $24K | Sell |
341
-20,117
| -98% | -$1.42M | 0.01% | 469 |
|
|
2013
Q4 | $1.59M | Buy |
20,458
+3,405
| +20% | +$264K | 0.91% | 28 |
|
|
2013
Q3 | $961K | Sell |
17,053
-15
| -0.1% | -$845 | 0.56% | 69 |
|
|
2013
Q2 | $1.04M | Buy |
+17,068
| New | +$1.04M | 0.57% | 54 |
|