Personal Capital Advisors’s Innophos Holdings, Inc. IPHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-65,065
| Closed | -$3.04M | – | 283 |
|
|
2017
Q4 | $3.04M | Buy |
65,065
+4,163
| +7% | +$195K | 0.05% | 143 |
|
|
2017
Q3 | $3M | Buy |
60,902
+1,603
| +3% | +$78.9K | 0.06% | 138 |
|
|
2017
Q2 | $2.6M | Sell |
59,299
-51,347
| -46% | -$2.25M | 0.06% | 143 |
|
|
2017
Q1 | $5.94M | Buy |
110,646
+9,717
| +10% | +$522K | 0.15% | 102 |
|
|
2016
Q4 | $5.28M | Buy |
100,929
+8,003
| +9% | +$418K | 0.16% | 104 |
|
|
2016
Q3 | $3.49M | Buy |
92,926
+12,013
| +15% | +$451K | 0.12% | 123 |
|
|
2016
Q2 | $3.42M | Buy |
80,913
+17,199
| +27% | +$726K | 0.13% | 106 |
|
|
2016
Q1 | $1.97M | Sell |
63,714
-69,845
| -52% | -$2.16M | 0.09% | 122 |
|
|
2015
Q4 | $3.87M | Buy |
133,559
+7,900
| +6% | +$229K | 0.21% | 95 |
|
|
2015
Q3 | $4.98M | Buy |
125,659
+20,119
| +19% | +$797K | 0.33% | 84 |
|
|
2015
Q2 | $5.62M | Buy |
105,540
+20,106
| +24% | +$1.07M | 0.39% | 80 |
|
|
2015
Q1 | $4.82M | Buy |
85,434
+21,443
| +34% | +$1.21M | 0.39% | 83 |
|
|
2014
Q4 | $3.74M | Buy |
63,991
+10,092
| +19% | +$590K | 0.38% | 81 |
|
|
2014
Q3 | $2.97M | Buy |
+53,899
| New | +$2.97M | 0.38% | 80 |
|