LWAM
Legacy Wealth Asset Management’s Innospec IOSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
4,152
-598
| -13% | -$50.3K | 0.09% | 295 |
|
|
2025
Q1 | $450K | Sell |
4,750
-660
| -12% | -$62.5K | 0.12% | 252 |
|
|
2024
Q4 | $595K | Sell |
5,410
-110
| -2% | -$12.1K | 0.16% | 202 |
|
|
2024
Q3 | $624K | Sell |
5,520
-31
| -0.6% | -$3.51K | 0.17% | 200 |
|
|
2024
Q2 | $686K | Buy |
5,551
+59
| +1% | +$7.29K | 0.19% | 147 |
|
|
2024
Q1 | $708K | Buy |
5,492
+31
| +0.6% | +$4K | 0.2% | 153 |
|
|
2023
Q4 | $673K | Buy |
5,461
+41
| +0.8% | +$5.05K | 0.22% | 151 |
|
|
2023
Q3 | $554K | Buy |
5,420
+2,845
| +110% | +$291K | 0.2% | 169 |
|
|
2023
Q2 | $259K | Buy |
+2,575
| New | +$259K | 0.09% | 304 |
|