AWM
AE Wealth Management’s NewMarket NEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-436
| Closed | -$244K | – | 1692 |
|
|
2023
Q4 | $244K | Buy |
+436
| New | +$244K | ﹤0.01% | 1805 |
|
|
2019
Q2 | – | Sell |
-872
| Closed | -$378K | – | 980 |
|
|
2019
Q1 | $378K | Buy |
+872
| New | +$378K | 0.03% | 407 |
|
|
2017
Q3 | – | Sell |
-443
| Closed | -$204K | – | 409 |
|
|
2017
Q2 | $204K | Buy |
+443
| New | +$204K | 0.02% | 357 |
|