MWM
Moran Wealth Management’s Ingevity NGVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27,929
| Closed | -$1.62M | – | 403 |
|
|
2023
Q2 | $1.62M | Sell |
27,929
-459
| -2% | -$26.7K | 0.06% | 235 |
|
|
2023
Q1 | $2.03M | Buy |
28,388
+21,489
| +311% | +$1.54M | 0.08% | 218 |
|
|
2022
Q4 | $486K | Buy |
+6,899
| New | +$486K | 0.02% | 299 |
|