Congress Wealth Management’s Ingevity NGVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$523K Buy
12,147
+5,347
+79% +$230K 0.01% 908
2025
Q1
$269K Sell
6,800
-265
-4% -$10.5K ﹤0.01% 964
2024
Q4
$288K Sell
7,065
-7,065
-50% -$288K ﹤0.01% 773
2024
Q3
$551K Buy
14,130
+6,990
+98% +$273K 0.01% 625
2024
Q2
$312K Buy
+7,140
New +$312K 0.01% 609