WFG Advisors’s Innophos Holdings, Inc. IPHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-400
| Closed | -$23K | – | 1839 |
|
|
2015
Q1 | $23K | Sell |
400
-500
| -56% | -$28.8K | 0.01% | 946 |
|
|
2014
Q4 | $53K | Hold |
900
| – | – | 0.01% | 864 |
|
|
2014
Q3 | $50K | Hold |
900
| – | – | 0.01% | 924 |
|
|
2014
Q2 | $52K | Hold |
900
| – | – | 0.01% | 898 |
|
|
2014
Q1 | $51K | Hold |
900
| – | – | 0.01% | 908 |
|
|
2013
Q4 | $44K | Buy |
+900
| New | +$44K | 0.01% | 1050 |
|