TCI Wealth Advisors’s Innospec IOSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-54
| Closed | -$5.55K | – | 1177 |
|
|
2023
Q1 | $5.55K | Hold |
54
| – | – | ﹤0.01% | 1456 |
|
|
2022
Q4 | $5.55K | Hold |
54
| – | – | ﹤0.01% | 1451 |
|
|
2022
Q3 | $5K | Buy |
54
+2
| +4% | +$185 | ﹤0.01% | 1467 |
|
|
2022
Q2 | $5K | Hold |
52
| – | – | ﹤0.01% | 1490 |
|
|
2022
Q1 | $5K | Hold |
52
| – | – | ﹤0.01% | 1555 |
|
|
2021
Q4 | $5K | Hold |
52
| – | – | ﹤0.01% | 1666 |
|
|
2021
Q3 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 1749 |
|
|
2020
Q4 | – | Sell |
-50
| Closed | -$3K | – | 1569 |
|
|
2020
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 942 |
|
|
2020
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 803 |
|
|
2020
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 868 |
|
|
2019
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 845 |
|
|
2019
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 863 |
|
|
2019
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 765 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 842 |
|
|
2018
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 892 |
|