OneDigital Investment Advisors’s Innospec IOSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-411
| Closed | -$37K | – | 812 |
|
|
2019
Q2 | $37K | Hold |
411
| – | – | ﹤0.01% | 632 |
|
|
2019
Q1 | $34K | Hold |
411
| – | – | 0.01% | 583 |
|
|
2018
Q4 | $25K | Hold |
411
| – | – | ﹤0.01% | 631 |
|
|
2018
Q3 | $32K | Hold |
411
| – | – | 0.01% | 518 |
|
|
2018
Q2 | $31K | Hold |
411
| – | – | 0.01% | 656 |
|
|
2018
Q1 | $28K | Hold |
411
| – | – | 0.01% | 685 |
|
|
2017
Q4 | $29K | Hold |
411
| – | – | ﹤0.01% | 666 |
|
|
2017
Q3 | $25K | Hold |
411
| – | – | 0.01% | 577 |
|
|
2017
Q2 | $27K | Buy |
+411
| New | +$27K | 0.01% | 645 |
|