JFS Wealth Advisors’s Innospec IOSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253 | Sell |
3
-17
| -85% | -$1.43K | ﹤0.01% | 1770 |
|
|
2025
Q1 | $1.9K | Sell |
20
-2
| -9% | -$190 | ﹤0.01% | 1490 |
|
|
2024
Q4 | $2.42K | Hold |
22
| – | – | ﹤0.01% | 1396 |
|
|
2024
Q3 | $2.49K | Buy |
22
+1
| +5% | +$113 | ﹤0.01% | 1396 |
|
|
2024
Q2 | $2.6K | Hold |
21
| – | – | ﹤0.01% | 1339 |
|
|
2024
Q1 | $2.71K | Hold |
21
| – | – | ﹤0.01% | 1332 |
|
|
2023
Q4 | $2.59K | Buy |
21
+1
| +5% | +$123 | ﹤0.01% | 1322 |
|
|
2023
Q3 | $2.04K | Buy |
20
+1
| +5% | +$102 | ﹤0.01% | 1354 |
|
|
2023
Q2 | $1.91K | Sell |
19
-3
| -14% | -$301 | ﹤0.01% | 1398 |
|
|
2023
Q1 | $2.26K | Buy |
22
+2
| +10% | +$205 | ﹤0.01% | 1312 |
|
|
2022
Q4 | $2.06K | Hold |
20
| – | – | ﹤0.01% | 1358 |
|
|
2022
Q3 | $2K | Sell |
20
-8
| -29% | -$800 | ﹤0.01% | 1338 |
|
|
2022
Q2 | $3K | Buy |
28
+11
| +65% | +$1.18K | ﹤0.01% | 1192 |
|
|
2022
Q1 | $2K | Buy |
17
+10
| +143% | +$1.18K | ﹤0.01% | 1431 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1410 |
|