Peterson Wealth Services’s Ingevity NGVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-26,134
| Closed | -$1.87M | – | 95 |
|
|
2023
Q1 | $1.87M | Buy |
26,134
+1,451
| +6% | +$104K | 0.96% | 39 |
|
|
2022
Q4 | $1.74M | Buy |
24,683
+205
| +0.8% | +$14.4K | 1% | 36 |
|
|
2022
Q3 | $1.48M | Buy |
24,478
+480
| +2% | +$29.1K | 1.05% | 36 |
|
|
2022
Q2 | $1.52M | Buy |
23,998
+1,062
| +5% | +$67K | 1.09% | 35 |
|
|
2022
Q1 | $1.47M | Buy |
22,936
+2,714
| +13% | +$174K | 0.9% | 38 |
|
|
2021
Q4 | $1.45M | Buy |
+20,222
| New | +$1.45M | 0.96% | 40 |
|