Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-105
| Closed | -$3K | – | 1072 |
|
|
2021
Q1 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 1616 |
|
|
2020
Q3 | – | Sell |
-283
| Closed | -$5K | – | 1794 |
|
|
2020
Q2 | $5K | Buy |
283
+24
| +9% | +$424 | ﹤0.01% | 1447 |
|
|
2020
Q1 | $4K | Hold |
259
| – | – | ﹤0.01% | 1299 |
|
|
2019
Q4 | $6K | Hold |
259
| – | – | ﹤0.01% | 1223 |
|
|
2019
Q3 | $6K | Hold |
259
| – | – | ﹤0.01% | 1145 |
|
|
2019
Q2 | $6K | Hold |
259
| – | – | ﹤0.01% | 1148 |
|
|
2019
Q1 | $5K | Buy |
259
+15
| +6% | +$290 | ﹤0.01% | 1158 |
|
|
2018
Q4 | $5K | Hold |
244
| – | – | ﹤0.01% | 1074 |
|
|
2018
Q3 | $6K | Sell |
244
-133
| -35% | -$3.27K | ﹤0.01% | 1122 |
|
|
2018
Q2 | $8K | Buy |
377
+133
| +55% | +$2.82K | ﹤0.01% | 1003 |
|
|
2018
Q1 | $6K | Buy |
244
+4
| +2% | +$98 | ﹤0.01% | 1072 |
|
|
2017
Q4 | $5K | Sell |
240
-41
| -15% | -$854 | ﹤0.01% | 1002 |
|
|
2017
Q3 | $6K | Buy |
+281
| New | +$6K | ﹤0.01% | 823 |
|