Ropes Wealth 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 Q1	–	Sell	-2,617	Closed	-$62K	–	501
2020 Q4	$62K	Buy	2,617 +33	+1%	+$692	0.01%	355
2020 Q3	$43K	Sell	2,584 -39,570	-94%	-$706K	0.01%	352
2020 Q2	$723K	Sell	42,154 -145	-0.3%	-$2.39K	0.15%	109
2020 Q1	$685K	Sell	42,299 -320	-0.8%	-$6.76K	0.17%	95
2019 Q4	$984K	Buy	42,619 +270	+0.6%	+$5.93K	0.21%	92
2019 Q3	$913K	Buy	42,349 +350	+0.8%	+$7.56K	0.19%	103
2019 Q2	$949K	Sell	41,999 -657	-2%	-$14.6K	0.2%	93
2019 Q1	$896K	Buy	42,656 +12	+0%	+$267	0.24%	96
2018 Q4	$880K	Buy	42,644 +600	+1%	+$13.7K	0.25%	90
2018 Q3	$962K	Sell	42,044 -1,032	-2%	-$23.4K	0.24%	98
2018 Q2	$1.01M	Hold	43,076	–	–	0.27%	91
2018 Q1	$992K	Buy	43,076 +1,100	+3%	+$24.7K	0.27%	89
2017 Q4	$846K	Buy	41,976 +6,475	+18%	+$129K	0.22%	100
2017 Q3	$738K	Buy	35,501 +1,980	+6%	+$43.1K	0.2%	107
2017 Q2	$825K	Buy	33,521 +792	+2%	+$19.4K	0.23%	95
2017 Q1	$804K	Buy	32,729 +7,179	+28%	+$172K	0.23%	96
2016 Q4	$598K	Buy	25,550 +1,200	+5%	+$27.7K	0.19%	104
2016 Q3	$544K	Buy	+24,350	New	+$560K	0.18%	109