Waldron Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,684
| Closed | -$222K | – | 175 |
|
|
2017
Q3 | $222K | Hold |
10,684
| – | – | 0.06% | 136 |
|
|
2017
Q2 | $262K | Buy |
+10,684
| New | +$262K | 0.08% | 102 |
|
|
2015
Q3 | – | Sell |
-10,518
| Closed | -$202K | – | 146 |
|
|
2015
Q2 | $202K | Hold |
10,518
| – | – | 0.08% | 113 |
|
|
2015
Q1 | $233K | Sell |
10,518
-1,559
| -13% | -$34.5K | 0.09% | 107 |
|
|
2014
Q4 | $251K | Sell |
12,077
-142
| -1% | -$2.95K | 0.1% | 90 |
|
|
2014
Q3 | $223K | Sell |
12,219
-758
| -6% | -$13.8K | 0.11% | 96 |
|
|
2014
Q2 | $253K | Buy |
12,977
+2,205
| +20% | +$43K | 0.12% | 94 |
|
|
2014
Q1 | $185K | Buy |
+10,772
| New | +$185K | 0.09% | 113 |
|