Acima Private Wealth’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-80
| Closed | -$26K | – | 236 |
|
|
2021
Q2 | $26K | Hold |
80
| – | – | 0.01% | 177 |
|
|
2021
Q1 | $30K | Hold |
80
| – | – | 0.01% | 173 |
|
|
2020
Q4 | $32K | Hold |
80
| – | – | 0.02% | 172 |
|
|
2020
Q3 | $27K | Hold |
80
| – | – | 0.02% | 168 |
|
|
2020
Q2 | $32K | Hold |
80
| – | – | 0.02% | 178 |
|
|
2020
Q1 | $31K | Hold |
80
| – | – | 0.02% | 179 |
|
|
2019
Q4 | $39K | Buy |
+80
| New | +$39K | 0.03% | 199 |
|