Mark Sheptoff Financial Planning’s Ingevity NGVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.52K | Hold |
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|
2025
Q2 | $4.31K | Hold |
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|
2025
Q1 | $3.96K | Hold |
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|
2024
Q4 | $4.08K | Hold |
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|
2024
Q3 | $3.9K | Hold |
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|
2024
Q2 | $4.37K | Hold |
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|
2024
Q1 | $4.77K | Hold |
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|
2023
Q4 | $4.72K | Hold |
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|
2023
Q3 | $4.76K | Hold |
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|
2023
Q2 | $5.82K | Hold |
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|
2023
Q1 | $7.15K | Hold |
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|
2022
Q4 | $7.04K | Hold |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $8K | Sell |
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|
2020
Q3 | $190K | Sell |
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|
2020
Q2 | $400K | Buy |
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|
2020
Q1 | $60K | Buy |
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