WESPAC Advisors SoCal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-24,325
| Closed | -$490K | – | 285 |
|
|
2017
Q4 | $490K | Sell |
24,325
-1,350
| -5% | -$27.2K | 0.28% | 52 |
|
|
2017
Q3 | $533K | Sell |
25,675
-775
| -3% | -$16.1K | 0.32% | 53 |
|
|
2017
Q2 | $650K | Buy |
26,450
+3,825
| +17% | +$94K | 0.42% | 37 |
|
|
2017
Q1 | $556K | Buy |
22,625
+650
| +3% | +$16K | 0.34% | 48 |
|
|
2016
Q4 | $514K | Buy |
21,975
+16,750
| +321% | +$392K | 0.33% | 48 |
|
|
2016
Q3 | $117K | Hold |
5,225
| – | – | 0.08% | 92 |
|
|
2016
Q2 | $121K | Hold |
5,225
| – | – | 0.08% | 92 |
|
|
2016
Q1 | $120K | Hold |
5,225
| – | – | 0.09% | 84 |
|
|
2015
Q4 | $121K | Buy |
+5,225
| New | +$121K | 0.08% | 92 |
|