CSC
Caldwell Sutter Capital’s New England Realty Associates NEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
30,226
-200
| -0.7% | -$14.6K | 1.01% | 21 |
|
|
2025
Q1 | $2.48M | Buy |
30,426
+50
| +0.2% | +$4.08K | 1.18% | 15 |
|
|
2024
Q4 | $2.42M | Hold |
30,376
| – | – | 1.13% | 16 |
|
|
2024
Q3 | $2.43M | Hold |
30,376
| – | – | 1.13% | 16 |
|
|
2024
Q2 | $2.16M | Sell |
30,376
-1,963
| -6% | -$139K | 1.07% | 14 |
|
|
2024
Q1 | $2.33M | Hold |
32,339
| – | – | 1.12% | 15 |
|
|
2023
Q4 | $2.25M | Sell |
32,339
-1,300
| -4% | -$90.6K | 1.15% | 13 |
|
|
2023
Q3 | $2.24M | Sell |
33,639
-300
| -0.9% | -$20K | 1.24% | 13 |
|
|
2023
Q2 | $2.48M | Buy |
33,939
+1,000
| +3% | +$73K | 1.3% | 14 |
|
|
2023
Q1 | $2.34M | Buy |
32,939
+5,275
| +19% | +$375K | 1.71% | 13 |
|
|
2022
Q4 | $1.96M | Buy |
+27,664
| New | +$1.96M | 1.73% | 15 |
|