SIA
Schechter Investment Advisors’s Interpublic Group of Companies IPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,843
| Closed | -$256K | – | 669 |
|
|
2024
Q1 | $256K | Buy |
7,843
+158
| +2% | +$5.16K | 0.02% | 524 |
|
|
2023
Q4 | $251K | Buy |
+7,685
| New | +$251K | 0.02% | 503 |
|
|
2023
Q3 | – | Sell |
-6,492
| Closed | -$250K | – | 653 |
|
|
2023
Q2 | $250K | Buy |
6,492
+146
| +2% | +$5.63K | 0.02% | 529 |
|
|
2023
Q1 | $236K | Buy |
6,346
+14
| +0.2% | +$521 | 0.02% | 575 |
|
|
2022
Q4 | $211K | Buy |
+6,332
| New | +$211K | 0.02% | 742 |
|
|
2022
Q2 | – | Sell |
-8,370
| Closed | -$297K | – | 979 |
|
|
2022
Q1 | $297K | Buy |
8,370
+2,750
| +49% | +$97.6K | 0.03% | 710 |
|
|
2021
Q4 | $210K | Buy |
+5,620
| New | +$210K | 0.02% | 781 |
|