Dakota Wealth Management’s Innospec IOSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,279
| Closed | -$281K | – | 748 |
|
|
2023
Q4 | $281K | Sell |
2,279
-262
| -10% | -$32.3K | 0.01% | 530 |
|
|
2023
Q3 | $260K | Sell |
2,541
-67
| -3% | -$6.85K | 0.01% | 522 |
|
|
2023
Q2 | $262K | Buy |
2,608
+6
| +0.2% | +$603 | 0.01% | 512 |
|
|
2023
Q1 | $267K | Buy |
2,602
+169
| +7% | +$17.4K | 0.02% | 489 |
|
|
2022
Q4 | $250K | Buy |
2,433
+80
| +3% | +$8.23K | 0.02% | 489 |
|
|
2022
Q3 | $202K | Buy |
2,353
+78
| +3% | +$6.7K | 0.02% | 500 |
|
|
2022
Q2 | $218K | Buy |
+2,275
| New | +$218K | 0.02% | 428 |
|