Toth Financial Advisory’s Installed Building Products IBP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-7,500
| Closed | -$832K | – | 709 |
|
2021
Q1 | $832K | Buy |
7,500
+2,150
| +40% | +$239K | 0.13% | 122 |
|
2020
Q4 | $545K | Buy |
5,350
+800
| +18% | +$81.5K | 0.09% | 135 |
|
2020
Q3 | $463K | Buy |
4,550
+3,125
| +219% | +$318K | 0.09% | 135 |
|
2020
Q2 | $98K | Sell |
1,425
-400
| -22% | -$27.5K | 0.02% | 195 |
|
2020
Q1 | $73K | Sell |
1,825
-8,425
| -82% | -$337K | 0.02% | 158 |
|
2019
Q4 | $706K | Buy |
10,250
+5,100
| +99% | +$351K | 0.14% | 102 |
|
2019
Q3 | $295K | Hold |
5,150
| – | – | 0.06% | 142 |
|
2019
Q2 | $305K | Buy |
+5,150
| New | +$305K | 0.07% | 140 |
|