Reilly Financial Advisors’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,456
| Closed | -$101K | – | 1040 |
|
|
2021
Q1 | $101K | Hold |
3,456
| – | – | 0.01% | 269 |
|
|
2020
Q4 | $81K | Hold |
3,456
| – | – | 0.01% | 274 |
|
|
2020
Q3 | $58K | Hold |
3,456
| – | – | 0.01% | 284 |
|
|
2020
Q2 | $59K | Hold |
3,456
| – | – | 0.01% | 288 |
|
|
2020
Q1 | $56K | Hold |
3,456
| – | – | 0.01% | 281 |
|
|
2019
Q4 | $80K | Hold |
3,456
| – | – | 0.01% | 267 |
|
|
2019
Q3 | $75K | Hold |
3,456
| – | – | 0.01% | 284 |
|
|
2019
Q2 | $78K | Hold |
3,456
| – | – | 0.01% | 282 |
|
|
2019
Q1 | $73K | Sell |
3,456
-155
| -4% | -$3.45K | 0.01% | 285 |
|
|
2018
Q4 | $74K | Hold |
3,611
| – | – | 0.01% | 263 |
|
|
2018
Q3 | $83K | Hold |
3,611
| – | – | 0.01% | 270 |
|
|
2018
Q2 | $85K | Buy |
3,611
+3,456
| +2,230% | +$81.3K | 0.01% | 236 |
|
|
2018
Q1 | $4K | Hold |
155
| – | – | ﹤0.01% | 806 |
|
|
2017
Q4 | $3K | Hold |
155
| – | – | ﹤0.01% | 845 |
|
|
2017
Q3 | $3K | Hold |
155
| – | – | ﹤0.01% | 838 |
|
|
2017
Q2 | $4K | Hold |
155
| – | – | ﹤0.01% | 806 |
|
|
2017
Q1 | $4K | Hold |
155
| – | – | ﹤0.01% | 783 |
|
|
2016
Q4 | $4K | Hold |
155
| – | – | ﹤0.01% | 706 |
|
|
2016
Q3 | $3K | Hold |
155
| – | – | ﹤0.01% | 711 |
|
|
2016
Q2 | $4K | Buy |
+155
| New | +$3.64K | ﹤0.01% | 640 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1290 |
|
|
2015
Q4 | – | Sell |
-155
| Closed | -$3.48K | – | 1296 |
|
|
2015
Q3 | $3K | Hold |
155
| – | – | ﹤0.01% | 1076 |
|
|
2015
Q2 | $3K | Hold |
155
| – | – | ﹤0.01% | 1174 |
|
|
2015
Q1 | $3K | Hold |
155
| – | – | ﹤0.01% | 1103 |
|
|
2014
Q4 | $3K | Hold |
155
| – | – | ﹤0.01% | 702 |
|
|
2014
Q3 | $3K | Hold |
155
| – | – | ﹤0.01% | 716 |
|
|
2014
Q2 | $3K | Buy |
+155
| New | +$2.81K | ﹤0.01% | 752 |
|
Other funds holding IPG
BCIM
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