SP
SWS Partners’s Interpublic Group of Companies IPG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-49,556
| Closed | -$1.62M | – | 116 |
|
2023
Q4 | $1.62M | Sell |
49,556
-3,482
| -7% | -$114K | 0.53% | 73 |
|
2023
Q3 | $1.52M | Buy |
53,038
+10,894
| +26% | +$312K | 0.56% | 71 |
|
2023
Q2 | $1.62M | Sell |
42,144
-8,004
| -16% | -$308K | 0.59% | 72 |
|
2023
Q1 | $1.87M | Buy |
50,148
+11
| +0% | +$410 | 0.7% | 61 |
|
2022
Q4 | $1.67M | Sell |
50,137
-8,193
| -14% | -$273K | 0.79% | 57 |
|
2022
Q3 | $1.49M | Buy |
58,330
+2,310
| +4% | +$59.1K | 0.69% | 64 |
|
2022
Q2 | $1.54M | Buy |
56,020
+9,265
| +20% | +$255K | 1.3% | 44 |
|
2022
Q1 | $1.66M | Buy |
46,755
+2,443
| +6% | +$86.9K | 1.09% | 51 |
|
2021
Q4 | $1.66M | Buy |
44,312
+1,100
| +3% | +$41.2K | 0.94% | 62 |
|
2021
Q3 | $1.59M | Sell |
43,212
-19,157
| -31% | -$703K | 0.98% | 52 |
|
2021
Q2 | $2.03M | Sell |
62,369
-7,524
| -11% | -$244K | 1.32% | 29 |
|
2021
Q1 | $2.04M | Sell |
69,893
-4,801
| -6% | -$140K | 1.4% | 25 |
|
2020
Q4 | $1.76M | Sell |
74,694
-13,142
| -15% | -$309K | 0.78% | 45 |
|
2020
Q3 | $1.46M | Buy |
87,836
+20,356
| +30% | +$339K | 0.73% | 45 |
|
2020
Q2 | $1.22M | Buy |
67,480
+149
| +0.2% | +$2.69K | 1.55% | 20 |
|
2020
Q1 | $1.09M | Buy |
+67,331
| New | +$1.09M | 0.78% | 44 |
|
2019
Q3 | $1.31M | Buy |
58,866
+7,346
| +14% | +$164K | 0.78% | 46 |
|
2019
Q2 | $1.18M | Buy |
+51,520
| New | +$1.18M | 0.75% | 46 |
|
2018
Q2 | – | Sell |
-194
| Closed | -$4K | – | 202 |
|
2018
Q1 | $4K | Buy |
+194
| New | +$4K | ﹤0.01% | 329 |
|