Waverly Advisors’s IPG Photonics IPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-309
| Closed | -$23K | – | 257 |
|
|
2015
Q3 | $23K | Buy |
+309
| New | +$23K | 0.02% | 243 |
|
|
2015
Q2 | – | Sell |
-90
| Closed | -$8K | – | 378 |
|
|
2015
Q1 | $8K | Hold |
90
| – | – | ﹤0.01% | 282 |
|
|
2014
Q4 | $7K | Hold |
90
| – | – | ﹤0.01% | 351 |
|
|
2014
Q3 | $6K | Hold |
90
| – | – | ﹤0.01% | 587 |
|
|
2014
Q2 | $6K | Hold |
90
| – | – | ﹤0.01% | 551 |
|
|
2014
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 515 |
|
|
2013
Q4 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 616 |
|