YorkBridge Wealth Partners’s IPG Photonics IPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-19
| Closed | -$3K | – | 406 |
|
|
2019
Q2 | $3K | Sell |
19
-13
| -41% | -$2.05K | ﹤0.01% | 680 |
|
|
2019
Q1 | $5K | Sell |
32
-30
| -48% | -$4.69K | ﹤0.01% | 658 |
|
|
2018
Q4 | $7K | Sell |
62
-682
| -92% | -$77K | ﹤0.01% | 603 |
|
|
2018
Q3 | $116K | Buy |
744
+143
| +24% | +$22.3K | 0.05% | 259 |
|
|
2018
Q2 | $133K | Buy |
601
+20
| +3% | +$4.43K | 0.06% | 241 |
|
|
2018
Q1 | $132K | Buy |
581
+14
| +2% | +$3.18K | 0.06% | 240 |
|
|
2017
Q4 | $133K | Sell |
567
-152
| -21% | -$35.7K | 0.06% | 230 |
|
|
2017
Q3 | $133K | Sell |
719
-95
| -12% | -$17.6K | 0.07% | 223 |
|
|
2017
Q2 | $118K | Sell |
814
-81
| -9% | -$11.7K | 0.06% | 237 |
|
|
2017
Q1 | $122K | Buy |
895
+109
| +14% | +$14.9K | 0.06% | 227 |
|
|
2016
Q4 | $77K | Buy |
+786
| New | +$77K | 0.05% | 284 |
|