SWA
Sutton Wealth Advisors’s Innospec IOSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-124
| Closed | -$12.8K | – | 1168 |
|
|
2022
Q4 | $12.8K | Sell |
124
-1
| -0.8% | -$103 | ﹤0.01% | 851 |
|
|
2022
Q3 | $10.7K | Sell |
125
-50
| -29% | -$4.28K | ﹤0.01% | 869 |
|
|
2022
Q2 | $16.8K | Hold |
175
| – | – | 0.01% | 735 |
|
|
2022
Q1 | $16.2K | Buy |
175
+67
| +62% | +$6.2K | 0.01% | 785 |
|
|
2021
Q4 | $9.76K | Buy |
108
+13
| +14% | +$1.17K | ﹤0.01% | 939 |
|
|
2021
Q3 | $8K | Sell |
95
-72
| -43% | -$6.06K | ﹤0.01% | 980 |
|
|
2021
Q2 | $15.1K | Buy |
167
+26
| +18% | +$2.36K | 0.01% | 784 |
|
|
2021
Q1 | $14.5K | Buy |
+141
| New | +$14.5K | 0.01% | 769 |
|
|
2020
Q3 | – | Sell |
-65
| Closed | -$5.02K | – | 1233 |
|
|
2020
Q2 | $5.02K | Buy |
65
+1
| +2% | +$77 | ﹤0.01% | 886 |
|
|
2020
Q1 | $4.45K | Sell |
64
-348
| -84% | -$24.2K | ﹤0.01% | 844 |
|
|
2019
Q4 | $42.6K | Hold |
412
| – | – | 0.02% | 353 |
|
|
2019
Q3 | $36.7K | Hold |
412
| – | – | 0.02% | 389 |
|
|
2019
Q2 | $37.6K | Buy |
+412
| New | +$37.6K | 0.02% | 379 |
|
|
2019
Q1 | – | Sell |
-418
| Closed | -$25.8K | – | 1200 |
|
|
2018
Q4 | $25.8K | Hold |
418
| – | – | 0.02% | 443 |
|
|
2018
Q3 | $32.1K | Hold |
418
| – | – | 0.02% | 415 |
|
|
2018
Q2 | $32K | Hold |
418
| – | – | 0.02% | 411 |
|
|
2018
Q1 | $28.7K | Buy |
418
+82
| +24% | +$5.63K | 0.02% | 433 |
|
|
2017
Q4 | $23.7K | Buy |
+336
| New | +$23.7K | 0.02% | 498 |
|
|
2017
Q3 | – | Sell |
-246
| Closed | -$16.1K | – | 1096 |
|
|
2017
Q2 | $16.1K | Buy |
246
+13
| +6% | +$852 | 0.01% | 603 |
|
|
2017
Q1 | $15.1K | Hold |
233
| – | – | 0.01% | 602 |
|
|
2016
Q4 | $16K | Buy |
+233
| New | +$16K | 0.01% | 567 |
|