Wealthspire Advisors (Maryland)’s Innophos Holdings, Inc. IPHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-78
| Closed | -$2K | – | 2475 |
|
|
2019
Q1 | $2K | Buy |
78
+66
| +550% | +$1.69K | ﹤0.01% | 2257 |
|
|
2018
Q4 | $0 | Sell |
12
-38
| -76% | – | ﹤0.01% | 2647 |
|
|
2018
Q3 | $2K | Buy |
50
+7
| +16% | +$280 | ﹤0.01% | 2234 |
|
|
2018
Q2 | $2K | Buy |
43
+9
| +26% | +$419 | ﹤0.01% | 2244 |
|
|
2018
Q1 | $1K | Sell |
34
-10
| -23% | -$294 | ﹤0.01% | 2454 |
|
|
2017
Q4 | $2K | Buy |
44
+30
| +214% | +$1.36K | ﹤0.01% | 2210 |
|
|
2017
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2191 |
|
|
2016
Q3 | – | Sell |
-550
| Closed | -$23K | – | 1847 |
|
|
2016
Q2 | $23K | Hold |
550
| – | – | ﹤0.01% | 962 |
|
|
2016
Q1 | $17K | Hold |
550
| – | – | ﹤0.01% | 1029 |
|
|
2015
Q4 | $16K | Buy |
+550
| New | +$16K | ﹤0.01% | 1058 |
|