IFP Advisors’s Innospec IOSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.74K | Sell |
106
-35
| -25% | -$2.73K | ﹤0.01% | 3289 |
|
|
2025
Q4 | $10.8K | Buy |
141
+85
| +152% | +$6.42K | ﹤0.01% | 3031 |
|
|
2025
Q3 | $4.32K | Sell |
56
-3
| -5% | -$250 | ﹤0.01% | 3337 |
|
|
2025
Q2 | $4.96K | Buy |
59
+37
| +168% | +$3.24K | ﹤0.01% | 3395 |
|
|
2025
Q1 | $2.08K | Hold |
22
| – | – | ﹤0.01% | 3136 |
|
|
2024
Q4 | $2.42K | Buy |
22
+7
| +47% | +$801 | ﹤0.01% | 3027 |
|
|
2024
Q3 | $1.7K | Buy |
+15
| New | +$1.75K | ﹤0.01% | 2958 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$1K | – | 3910 |
|
|
2022
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 4380 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 4587 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 4360 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$473 | ﹤0.01% | 4359 |
|
|
2018
Q4 | – | Sell |
-42
| Closed | -$3K | – | 3708 |
|
|
2018
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 3420 |
|
|
2018
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 3481 |
|
|
2018
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 3380 |
|
|
2017
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 3430 |
|
|
2017
Q3 | $3K | Sell |
42
-26
| -38% | -$1.56K | ﹤0.01% | 3619 |
|
|
2017
Q2 | $4K | Buy |
68
+20
| +42% | +$1.28K | ﹤0.01% | 3505 |
|
|
2017
Q1 | $3K | Sell |
48
-19
| -28% | -$1.27K | ﹤0.01% | 3529 |
|
|
2016
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 3298 |
|
|
2016
Q3 | $4K | Buy |
67
+47
| +235% | +$2.62K | ﹤0.01% | 3328 |
|
|
2016
Q2 | $1K | Buy |
+20
| New | +$946 | ﹤0.01% | 3631 |
|
Other funds holding IOSP
VPM
VCM
N