Arkadios Wealth Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-601
| Closed | -$328K | – | 762 |
|
|
2023
Q4 | $328K | Buy |
+601
| New | +$328K | 0.03% | 491 |
|
|
2021
Q4 | – | Sell |
-179
| Closed | -$60K | – | 1329 |
|
|
2021
Q3 | $60K | Sell |
179
-29
| -14% | -$9.72K | 0.01% | 822 |
|
|
2021
Q2 | $67K | Buy |
208
+31
| +18% | +$9.99K | 0.01% | 842 |
|
|
2021
Q1 | $67K | Buy |
+177
| New | +$67K | 0.01% | 617 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | -$2.51K | – | 1266 |
|
|
2019
Q4 | $2.51K | Buy |
+6
| New | +$2.51K | ﹤0.01% | 797 |
|