SWM
Selective Wealth Management’s Ingevity NGVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$6K | – | 511 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 576 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 612 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 586 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 521 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 464 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | 0.01% | 369 |
|
|
2021
Q1 | $8K | Buy |
100
+83
| +488% | +$6.64K | 0.01% | 279 |
|
|
2020
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 361 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 299 |
|
|
2020
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 402 |
|
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 314 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 314 |
|
|
2019
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 323 |
|
|
2018
Q3 | $2K | Buy |
+17
| New | +$2K | 0.02% | 144 |
|