Bedel Financial Consulting’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-64
| Closed | -$21K | – | 626 |
|
|
2022
Q1 | $21K | Hold |
64
| – | – | 0.01% | 542 |
|
|
2021
Q4 | $22K | Buy |
64
+1
| +2% | +$344 | 0.01% | 548 |
|
|
2021
Q3 | $21K | Hold |
63
| – | – | 0.01% | 542 |
|
|
2021
Q2 | $20K | Hold |
63
| – | – | 0.01% | 555 |
|
|
2021
Q1 | $24K | Buy |
63
+1
| +2% | +$381 | 0.01% | 484 |
|
|
2020
Q4 | $25K | Hold |
62
| – | – | 0.01% | 418 |
|
|
2020
Q3 | $21K | Hold |
62
| – | – | 0.01% | 414 |
|
|
2020
Q2 | $25K | Hold |
62
| – | – | 0.01% | 373 |
|
|
2020
Q1 | $24K | Buy |
62
+1
| +2% | +$387 | 0.02% | 367 |
|
|
2019
Q4 | $30K | Hold |
61
| – | – | 0.02% | 362 |
|
|
2019
Q3 | $29K | Hold |
61
| – | – | 0.02% | 356 |
|
|
2019
Q2 | $24K | Buy |
61
+1
| +2% | +$393 | 0.01% | 375 |
|
|
2019
Q1 | $26K | Hold |
60
| – | – | 0.02% | 362 |
|
|
2018
Q4 | $25K | Hold |
60
| – | – | 0.02% | 340 |
|
|
2018
Q3 | $23K | Hold |
60
| – | – | 0.02% | 364 |
|
|
2018
Q2 | $24K | Buy |
60
+1
| +2% | +$400 | 0.02% | 350 |
|
|
2018
Q1 | $24K | Buy |
+59
| New | +$24K | 0.02% | 361 |
|