Steel Grove Capital Advisors’s IPG Photonics IPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,775
| Closed | -$594K | – | 314 |
|
|
2017
Q4 | $594K | Hold |
2,775
| – | – | 0.09% | 188 |
|
|
2017
Q3 | $514K | Sell |
2,775
-3,400
| -55% | -$630K | 0.09% | 166 |
|
|
2017
Q2 | $896K | Buy |
6,175
+472
| +8% | +$68.5K | 0.16% | 123 |
|
|
2017
Q1 | $688K | Hold |
5,703
| – | – | 0.12% | 137 |
|
|
2016
Q4 | $563K | Buy |
+5,703
| New | +$563K | 0.11% | 140 |
|