Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,466
| Closed | -$94K | – | 1230 |
|
|
2019
Q1 | $94K | Buy |
4,466
+414
| +10% | +$8.71K | 0.01% | 661 |
|
|
2018
Q4 | $84K | Sell |
4,052
-169
| -4% | -$3.5K | 0.01% | 661 |
|
|
2018
Q3 | $97K | Sell |
4,221
-85
| -2% | -$1.95K | 0.01% | 697 |
|
|
2018
Q2 | $101K | Sell |
4,306
-869
| -17% | -$20.4K | 0.01% | 702 |
|
|
2018
Q1 | $119K | Sell |
5,175
-1,777
| -26% | -$40.9K | 0.01% | 646 |
|
|
2017
Q4 | $140K | Sell |
6,952
-4,326
| -38% | -$87.1K | 0.01% | 596 |
|
|
2017
Q3 | $234K | Buy |
11,278
+871
| +8% | +$18.1K | 0.03% | 427 |
|
|
2017
Q2 | $256K | Buy |
10,407
+3,122
| +43% | +$76.8K | 0.03% | 379 |
|
|
2017
Q1 | $179K | Buy |
7,285
+3,973
| +120% | +$97.6K | 0.03% | 427 |
|
|
2016
Q4 | $78K | Hold |
3,312
| – | – | 0.01% | 656 |
|
|
2016
Q3 | $74K | Sell |
3,312
-112
| -3% | -$2.5K | 0.01% | 665 |
|
|
2016
Q2 | $79K | Buy |
3,424
+22
| +0.6% | +$508 | 0.01% | 598 |
|
|
2016
Q1 | $78K | Sell |
3,402
-543
| -14% | -$12.5K | 0.01% | 586 |
|
|
2015
Q4 | $92K | Buy |
+3,945
| New | +$92K | 0.02% | 549 |
|