Mark Sheptoff Financial Planning’s Ingevity NGVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31K | Hold |
100
| – | – | ﹤0.01% | 412 |
|
|
2025
Q1 | $3.96K | Hold |
100
| – | – | ﹤0.01% | 391 |
|
|
2024
Q4 | $4.08K | Hold |
100
| – | – | ﹤0.01% | 377 |
|
|
2024
Q3 | $3.9K | Hold |
100
| – | – | ﹤0.01% | 379 |
|
|
2024
Q2 | $4.37K | Hold |
100
| – | – | ﹤0.01% | 370 |
|
|
2024
Q1 | $4.77K | Hold |
100
| – | – | ﹤0.01% | 334 |
|
|
2023
Q4 | $4.72K | Hold |
100
| – | – | ﹤0.01% | 327 |
|
|
2023
Q3 | $4.76K | Hold |
100
| – | – | ﹤0.01% | 308 |
|
|
2023
Q2 | $5.82K | Hold |
100
| – | – | ﹤0.01% | 307 |
|
|
2023
Q1 | $7.15K | Hold |
100
| – | – | ﹤0.01% | 289 |
|
|
2022
Q4 | $7.04K | Hold |
100
| – | – | ﹤0.01% | 291 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 282 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 293 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 334 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 347 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 331 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 341 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 299 |
|
|
2020
Q4 | $8K | Sell |
100
-3,750
| -97% | -$300K | ﹤0.01% | 281 |
|
|
2020
Q3 | $190K | Sell |
3,850
-3,750
| -49% | -$185K | 0.12% | 89 |
|
|
2020
Q2 | $400K | Buy |
7,600
+5,900
| +347% | +$311K | 0.26% | 60 |
|
|
2020
Q1 | $60K | Buy |
+1,700
| New | +$60K | 0.05% | 127 |
|