SWA
Sutton Wealth Advisors’s Ingevity NGVT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $238 | Sell |
5
-3
| -38% | -$143 | ﹤0.01% | 836 |
|
2023
Q2 | $465 | Hold |
8
| – | – | ﹤0.01% | 808 |
|
2023
Q1 | $572 | Sell |
8
-11
| -58% | -$787 | ﹤0.01% | 761 |
|
2022
Q4 | $1.34K | Sell |
19
-1
| -5% | -$70 | ﹤0.01% | 1260 |
|
2022
Q3 | $1.21K | Hold |
20
| – | – | ﹤0.01% | 1249 |
|
2022
Q2 | $1.26K | Sell |
20
-1
| -5% | -$63 | ﹤0.01% | 1237 |
|
2022
Q1 | $1.35K | Buy |
21
+13
| +163% | +$833 | ﹤0.01% | 1266 |
|
2021
Q4 | $574 | Hold |
8
| – | – | ﹤0.01% | 1480 |
|
2021
Q3 | $571 | Hold |
8
| – | – | ﹤0.01% | 1272 |
|
2021
Q2 | $651 | Hold |
8
| – | – | ﹤0.01% | 1255 |
|
2021
Q1 | $604 | Hold |
8
| – | – | ﹤0.01% | 1228 |
|
2020
Q4 | $606 | Hold |
8
| – | – | ﹤0.01% | 1204 |
|
2020
Q3 | $396 | Hold |
8
| – | – | ﹤0.01% | 1194 |
|
2020
Q2 | $421 | Hold |
8
| – | – | ﹤0.01% | 1175 |
|
2020
Q1 | $282 | Hold |
8
| – | – | ﹤0.01% | 1166 |
|
2019
Q4 | $699 | Hold |
8
| – | – | ﹤0.01% | 1136 |
|
2019
Q3 | $679 | Hold |
8
| – | – | ﹤0.01% | 1143 |
|
2019
Q2 | $841 | Hold |
8
| – | – | ﹤0.01% | 1113 |
|
2019
Q1 | $845 | Sell |
8
-639
| -99% | -$67.5K | ﹤0.01% | 1120 |
|
2018
Q4 | $54.1K | Hold |
647
| – | – | 0.03% | 264 |
|
2018
Q3 | $65.9K | Hold |
647
| – | – | 0.04% | 242 |
|
2018
Q2 | $52.3K | Hold |
647
| – | – | 0.04% | 274 |
|
2018
Q1 | $47.7K | Hold |
647
| – | – | 0.03% | 285 |
|
2017
Q4 | $45.6K | Hold |
647
| – | – | 0.03% | 294 |
|
2017
Q3 | $40.4K | Hold |
647
| – | – | 0.03% | 321 |
|
2017
Q2 | $37.1K | Hold |
647
| – | – | 0.03% | 322 |
|
2017
Q1 | $39.4K | Hold |
647
| – | – | 0.03% | 303 |
|
2016
Q4 | $35.5K | Hold |
647
| – | – | 0.03% | 326 |
|
2016
Q3 | $29.8K | Hold |
647
| – | – | 0.03% | 355 |
|
2016
Q2 | $22K | Buy |
+647
| New | +$22K | 0.02% | 421 |
|