Allworth Financial’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Buy |
31
+21
| +210% | +$14.5K | ﹤0.01% | 2470 |
|
|
2025
Q1 | $6.07K | Buy |
10
+5
| +100% | +$3.04K | ﹤0.01% | 2653 |
|
|
2024
Q4 | $2.46K | Sell |
5
-1
| -17% | -$492 | ﹤0.01% | 3083 |
|
|
2024
Q3 | $3.31K | Sell |
6
-10
| -63% | -$5.52K | ﹤0.01% | 2744 |
|
|
2024
Q2 | $8.63K | Buy |
16
+6
| +60% | +$3.24K | ﹤0.01% | 2281 |
|
|
2024
Q1 | $6.35K | Buy |
10
+7
| +233% | +$4.44K | ﹤0.01% | 2306 |
|
|
2023
Q4 | $1.64K | Buy |
+3
| New | +$1.64K | ﹤0.01% | 2762 |
|
|
2017
Q2 | – | Sell |
-4
| Closed | -$2K | – | 806 |
|
|
2017
Q1 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 655 |
|