Cerity Partners’s New England Realty Associates NEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Hold |
5,700
| – | – | ﹤0.01% | 1967 |
|
|
2025
Q1 | $465K | Hold |
5,700
| – | – | ﹤0.01% | 1792 |
|
|
2024
Q4 | $454K | Hold |
5,700
| – | – | ﹤0.01% | 1820 |
|
|
2024
Q3 | $456K | Hold |
5,700
| – | – | ﹤0.01% | 1822 |
|
|
2024
Q2 | $405K | Hold |
5,700
| – | – | ﹤0.01% | 1650 |
|
|
2024
Q1 | $410K | Hold |
5,700
| – | – | ﹤0.01% | 1704 |
|
|
2023
Q4 | $397K | Hold |
5,700
| – | – | ﹤0.01% | 1364 |
|
|
2023
Q3 | $379K | Hold |
5,700
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q2 | $416K | Hold |
5,700
| – | – | ﹤0.01% | 1256 |
|
|
2023
Q1 | $405K | Hold |
5,700
| – | – | ﹤0.01% | 1399 |
|
|
2022
Q4 | $405K | Hold |
5,700
| – | – | ﹤0.01% | 1033 |
|
|
2022
Q3 | $439K | Hold |
5,700
| – | – | 0.01% | 755 |
|
|
2022
Q2 | $439K | Buy |
+5,700
| New | +$439K | ﹤0.01% | 782 |
|
|
2022
Q1 | – | Sell |
-5,700
| Closed | -$386K | – | 1051 |
|
|
2021
Q4 | $386K | Buy |
+5,700
| New | +$386K | 0.01% | 691 |
|