Carson Wealth (CWM LLC)’s Innospec IOSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
5,492
+4,860
| +769% | +$409K | ﹤0.01% | 1628 |
|
|
2025
Q1 | $60K | Buy |
632
+38
| +6% | +$3.61K | ﹤0.01% | 2820 |
|
|
2024
Q4 | $65K | Buy |
594
+243
| +69% | +$26.6K | ﹤0.01% | 2595 |
|
|
2024
Q3 | $40K | Sell |
351
-284
| -45% | -$32.4K | ﹤0.01% | 2866 |
|
|
2024
Q2 | $78K | Buy |
635
+448
| +240% | +$55K | ﹤0.01% | 2152 |
|
|
2024
Q1 | $24K | Sell |
187
-46
| -20% | -$5.9K | ﹤0.01% | 2774 |
|
|
2023
Q4 | $29K | Sell |
233
-57
| -20% | -$7.09K | ﹤0.01% | 2536 |
|
|
2023
Q3 | $30K | Buy |
290
+66
| +29% | +$6.83K | ﹤0.01% | 2409 |
|
|
2023
Q2 | $23K | Buy |
224
+8
| +4% | +$821 | ﹤0.01% | 2537 |
|
|
2023
Q1 | $22K | Sell |
216
-78
| -27% | -$7.94K | ﹤0.01% | 2429 |
|
|
2022
Q4 | $30K | Buy |
294
+97
| +49% | +$9.9K | ﹤0.01% | 2078 |
|
|
2022
Q3 | $17K | Buy |
197
+56
| +40% | +$4.83K | ﹤0.01% | 2328 |
|
|
2022
Q2 | $14K | Buy |
141
+63
| +81% | +$6.26K | ﹤0.01% | 2364 |
|
|
2022
Q1 | $7K | Buy |
78
+11
| +16% | +$987 | ﹤0.01% | 2679 |
|
|
2021
Q4 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 2636 |
|