Naples Global Advisors’s Innophos Holdings, Inc. IPHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,125
| Closed | -$282K | – | 228 |
|
|
2014
Q3 | $282K | Hold |
5,125
| – | – | 0.17% | 183 |
|
|
2014
Q2 | $295K | Hold |
5,125
| – | – | 0.17% | 196 |
|
|
2014
Q1 | $291K | Buy |
5,125
+450
| +10% | +$25.6K | 0.18% | 205 |
|
|
2013
Q4 | $227K | Buy |
+4,675
| New | +$227K | 0.15% | 219 |
|