Wealthspire Advisors (Maryland)’s IPG Photonics IPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-113
| Closed | -$17K | – | 1231 |
|
|
2019
Q1 | $17K | Buy |
113
+12
| +12% | +$1.81K | ﹤0.01% | 1340 |
|
|
2018
Q4 | $11K | Buy |
101
+66
| +189% | +$7.19K | ﹤0.01% | 1424 |
|
|
2018
Q3 | $5K | Buy |
35
+8
| +30% | +$1.14K | ﹤0.01% | 1798 |
|
|
2018
Q2 | $6K | Sell |
27
-19
| -41% | -$4.22K | ﹤0.01% | 1718 |
|
|
2018
Q1 | $11K | Buy |
46
+4
| +10% | +$957 | ﹤0.01% | 1524 |
|
|
2017
Q4 | $9K | Hold |
42
| – | – | ﹤0.01% | 1630 |
|
|
2017
Q3 | $8K | Sell |
42
-41
| -49% | -$7.81K | ﹤0.01% | 1654 |
|
|
2017
Q2 | $12K | Buy |
83
+71
| +592% | +$10.3K | ﹤0.01% | 1464 |
|
|
2017
Q1 | $1K | Sell |
12
-69
| -85% | -$5.75K | ﹤0.01% | 1808 |
|
|
2016
Q4 | $8K | Buy |
81
+78
| +2,600% | +$7.7K | ﹤0.01% | 1289 |
|
|
2016
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1775 |
|
|
2016
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1752 |
|
|
2016
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1802 |
|
|
2015
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1748 |
|