Caldwell Sutter Capital’s New England Realty Associates NEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.21M Sell
2025
Q1
$2.48M Buy
2024
Q4
$2.42M Hold
2024
Q3
$2.43M Hold
2024
Q2
$2.16M Sell
2024
Q1
$2.33M Hold
2023
Q4
$2.25M Sell
2023
Q3
$2.24M Sell
2023
Q2
$2.48M Buy
2023
Q1
$2.34M Buy
2022
Q4
$1.96M Buy