Creative Planning’s Innophos Holdings, Inc. IPHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-100
| Closed | -$4K | – | 4117 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 4060 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3934 |
|
|
2016
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 3916 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 3925 |
|
|
2016
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 3724 |
|
|
2016
Q1 | $3K | Sell |
100
-627
| -86% | -$18.8K | ﹤0.01% | 3788 |
|
|
2015
Q4 | $21K | Sell |
727
-492
| -40% | -$14.2K | ﹤0.01% | 2792 |
|
|
2015
Q3 | $48K | Buy |
+1,219
| New | +$48K | ﹤0.01% | 2069 |
|
|
2015
Q2 | – | Sell |
-1,209
| Closed | -$68K | – | 3335 |
|
|
2015
Q1 | $68K | Sell |
1,209
-595
| -33% | -$33.5K | ﹤0.01% | 1790 |
|
|
2014
Q4 | $105K | Buy |
1,804
+204
| +13% | +$11.9K | ﹤0.01% | 1521 |
|
|
2014
Q3 | $88K | Buy |
1,600
+1,000
| +167% | +$55K | ﹤0.01% | 1553 |
|
|
2014
Q2 | $35K | Hold |
600
| – | – | ﹤0.01% | 2105 |
|
|
2014
Q1 | $34K | Hold |
600
| – | – | ﹤0.01% | 2050 |
|
|
2013
Q4 | $29K | Hold |
600
| – | – | ﹤0.01% | 1979 |
|
|
2013
Q3 | $32K | Hold |
600
| – | – | ﹤0.01% | 1809 |
|
|
2013
Q2 | $28K | Buy |
+600
| New | +$28K | ﹤0.01% | 1728 |
|