Affinity Wealth Management’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $213K | Sell |
499
-1
| -0.2% | -$427 | 0.13% | 65 |
|
|
2017
Q2 | $230K | Hold |
500
| – | – | 0.15% | 58 |
|
|
2017
Q1 | $226K | Buy |
500
+1
| +0.2% | +$452 | 0.13% | 63 |
|
|
2016
Q4 | $212K | Sell |
499
-1
| -0.2% | -$425 | 0.12% | 61 |
|
|
2016
Q3 | $215K | Hold |
500
| – | – | 0.14% | 55 |
|
|
2016
Q2 | $207K | Buy |
+500
| New | +$207K | 0.14% | 53 |
|
|
2015
Q3 | – | Sell |
-500
| Closed | -$221K | – | 48 |
|
|
2015
Q2 | $221K | Hold |
500
| – | – | 0.14% | 41 |
|
|
2015
Q1 | $239K | Hold |
500
| – | – | 0.14% | 31 |
|
|
2014
Q4 | $201K | Buy |
+500
| New | +$201K | 0.16% | 39 |
|