WFG Advisors’s Ingevity NGVT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $53K | Sell |
918
-22
| -2% | -$1.27K | 0.01% | 687 |
|
2017
Q1 | $57K | Sell |
940
-399
| -30% | -$24.2K | 0.02% | 626 |
|
2016
Q4 | $73K | Sell |
1,339
-278
| -17% | -$15.2K | 0.02% | 619 |
|
2016
Q3 | $75K | Hold |
1,617
| – | – | 0.02% | 605 |
|
2016
Q2 | $55K | Buy |
+1,617
| New | +$55K | 0.01% | 665 |
|