Bogart Wealth LLC’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9
| Closed | -$4.76K | – | 1473 |
|
|
2024
Q4 | $4.76K | Hold |
9
| – | – | ﹤0.01% | 882 |
|
|
2024
Q3 | $4.97K | Buy |
+9
| New | +$4.97K | ﹤0.01% | 832 |
|
|
2024
Q2 | – | Sell |
-2
| Closed | -$1.34K | – | 1183 |
|
|
2024
Q1 | $1.34K | Hold |
2
| – | – | ﹤0.01% | 952 |
|
|
2023
Q4 | $1.15K | Hold |
2
| – | – | ﹤0.01% | 950 |
|
|
2023
Q3 | $953 | Hold |
2
| – | – | ﹤0.01% | 961 |
|
|
2023
Q2 | $837 | Hold |
2
| – | – | ﹤0.01% | 952 |
|
|
2023
Q1 | $756 | Hold |
2
| – | – | ﹤0.01% | 1005 |
|
|
2022
Q4 | $640 | Hold |
2
| – | – | ﹤0.01% | 898 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 918 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 848 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 742 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 716 |
|