CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Innospec IOSP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IOSP Stock Details IOSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$263K Buy
3,600
+240
+7% +$18.7K ﹤0.01% 2477
2025
Q4 		$257K Buy
3,360
+406
+14% +$30.7K ﹤0.01% 2357
2025
Q3 		$228K Buy
+2,954
New +$247K ﹤0.01% 2342
2022
Q3 		– Sell
-1,072
Closed -$103K – 3037
2022
Q2 		$103K Buy
1,072
+574
+115% +$55.8K ﹤0.01% 2174
2022
Q1 		$46K Buy
498
+213
+75% +$20.2K ﹤0.01% 2835
2021
Q4 		$26K Buy
285
+148
+108% +$13.1K ﹤0.01% 3115
2021
Q3 		$12K Buy
137
+38
+38% +$3.39K ﹤0.01% 3500
2021
Q2 		$9K Sell
99
-9
-8% -$892 ﹤0.01% 3597
2021
Q1 		$11K Buy
108
+58
+116% +$5.74K ﹤0.01% 3385
2020
Q4 		$5K Buy
50
+20
+67% +$1.55K ﹤0.01% 2853
2020
Q3 		$2K Buy
+30
New +$2.23K ﹤0.01% 2772

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