Berman Capital Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6K | Buy |
20
+6
| +43% | +$1.8K | ﹤0.01% | 1384 |
|
|
2021
Q2 | $4K | Hold |
14
| – | – | ﹤0.01% | 1410 |
|
|
2021
Q1 | $5K | Hold |
14
| – | – | ﹤0.01% | 1279 |
|
|
2020
Q4 | $5K | Hold |
14
| – | – | ﹤0.01% | 1158 |
|
|
2020
Q3 | $4K | Sell |
14
-6
| -30% | -$1.71K | ﹤0.01% | 1122 |
|
|
2020
Q2 | $8K | Sell |
20
-9
| -31% | -$3.6K | ﹤0.01% | 843 |
|
|
2020
Q1 | $11K | Sell |
29
-15
| -34% | -$5.69K | ﹤0.01% | 644 |
|
|
2019
Q4 | $21K | Hold |
44
| – | – | 0.01% | 524 |
|
|
2019
Q3 | $20K | Hold |
44
| – | – | 0.01% | 509 |
|
|
2019
Q2 | $17K | Sell |
44
-8
| -15% | -$3.09K | 0.01% | 565 |
|
|
2019
Q1 | $22K | Sell |
52
-10
| -16% | -$4.23K | 0.01% | 432 |
|
|
2018
Q4 | $25K | Buy |
+62
| New | +$25K | 0.01% | 346 |
|