Bell Investment Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Buy |
19
+3
| +19% | +$2.07K | ﹤0.01% | 570 |
|
|
2025
Q1 | $9.06K | Buy |
16
+6
| +60% | +$3.4K | ﹤0.01% | 646 |
|
|
2024
Q4 | $5.28K | Sell |
10
-4
| -29% | -$2.11K | ﹤0.01% | 906 |
|
|
2024
Q3 | $7.73K | Buy |
14
+1
| +8% | +$552 | ﹤0.01% | 726 |
|
|
2024
Q2 | $6.7K | Sell |
13
-1
| -7% | -$516 | ﹤0.01% | 782 |
|
|
2024
Q1 | $8.89K | Buy |
14
+3
| +27% | +$1.9K | ﹤0.01% | 637 |
|
|
2023
Q4 | $6.01K | Hold |
11
| – | – | ﹤0.01% | 777 |
|
|
2023
Q3 | $5.01K | Buy |
11
+1
| +10% | +$455 | ﹤0.01% | 804 |
|
|
2023
Q2 | $4.02K | Hold |
10
| – | – | ﹤0.01% | 933 |
|
|
2023
Q1 | $3.65K | Sell |
10
-2
| -17% | -$730 | ﹤0.01% | 944 |
|
|
2022
Q4 | $3.73K | Sell |
12
-6
| -33% | -$1.87K | ﹤0.01% | 960 |
|
|
2022
Q3 | $5K | Buy |
+18
| New | +$5K | ﹤0.01% | 695 |
|
|
2021
Q4 | $4K | Sell |
12
-1
| -8% | -$333 | ﹤0.01% | 877 |
|
|
2021
Q3 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 807 |
|