Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,617
| Closed | -$62K | – | 501 |
|
|
2020
Q4 | $62K | Buy |
2,617
+33
| +1% | +$782 | 0.01% | 355 |
|
|
2020
Q3 | $43K | Sell |
2,584
-39,570
| -94% | -$658K | 0.01% | 352 |
|
|
2020
Q2 | $723K | Sell |
42,154
-145
| -0.3% | -$2.49K | 0.15% | 109 |
|
|
2020
Q1 | $685K | Sell |
42,299
-320
| -0.8% | -$5.18K | 0.17% | 95 |
|
|
2019
Q4 | $984K | Buy |
42,619
+270
| +0.6% | +$6.23K | 0.21% | 92 |
|
|
2019
Q3 | $913K | Buy |
42,349
+350
| +0.8% | +$7.55K | 0.19% | 103 |
|
|
2019
Q2 | $949K | Sell |
41,999
-657
| -2% | -$14.8K | 0.2% | 93 |
|
|
2019
Q1 | $896K | Buy |
42,656
+12
| +0% | +$252 | 0.24% | 96 |
|
|
2018
Q4 | $880K | Buy |
42,644
+600
| +1% | +$12.4K | 0.25% | 90 |
|
|
2018
Q3 | $962K | Sell |
42,044
-1,032
| -2% | -$23.6K | 0.24% | 98 |
|
|
2018
Q2 | $1.01M | Hold |
43,076
| – | – | 0.27% | 91 |
|
|
2018
Q1 | $992K | Buy |
43,076
+1,100
| +3% | +$25.3K | 0.27% | 89 |
|
|
2017
Q4 | $846K | Buy |
41,976
+6,475
| +18% | +$131K | 0.22% | 100 |
|
|
2017
Q3 | $738K | Buy |
35,501
+1,980
| +6% | +$41.2K | 0.2% | 107 |
|
|
2017
Q2 | $825K | Buy |
33,521
+792
| +2% | +$19.5K | 0.23% | 95 |
|
|
2017
Q1 | $804K | Buy |
32,729
+7,179
| +28% | +$176K | 0.23% | 96 |
|
|
2016
Q4 | $598K | Buy |
25,550
+1,200
| +5% | +$28.1K | 0.19% | 104 |
|
|
2016
Q3 | $544K | Buy |
+24,350
| New | +$544K | 0.18% | 109 |
|