Summit Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,149
| Closed | -$201K | – | 231 |
|
|
2024
Q1 | $201K | Sell |
6,149
-62
| -1% | -$2.02K | 0.04% | 217 |
|
|
2023
Q4 | $203K | Buy |
+6,211
| New | +$203K | 0.05% | 207 |
|
|
2023
Q3 | – | Sell |
-6,411
| Closed | -$247K | – | 190 |
|
|
2023
Q2 | $247K | Sell |
6,411
-265
| -4% | -$10.2K | 0.06% | 160 |
|
|
2023
Q1 | $249K | Sell |
6,676
-411
| -6% | -$15.3K | 0.06% | 163 |
|
|
2022
Q4 | $236K | Buy |
+7,087
| New | +$236K | 0.06% | 158 |
|