Clearstead Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
3,321
+11
| +0.3% | +$7.6K | 0.03% | 292 |
|
|
2025
Q1 | $1.87M | Sell |
3,310
-287
| -8% | -$163K | 0.03% | 306 |
|
|
2024
Q4 | $1.9M | Buy |
3,597
+6
| +0.2% | +$3.17K | 0.03% | 298 |
|
|
2024
Q3 | $1.98M | Sell |
3,591
-34
| -0.9% | -$18.8K | 0.03% | 298 |
|
|
2024
Q2 | $1.87M | Buy |
3,625
+3,594
| +11,594% | +$1.85M | 0.03% | 286 |
|
|
2024
Q1 | $17.3K | Hold |
31
| – | – | ﹤0.01% | 966 |
|
|
2023
Q4 | $16.9K | Sell |
31
-3
| -9% | -$1.64K | ﹤0.01% | 969 |
|
|
2023
Q3 | $15.5K | Buy |
+34
| New | +$15.5K | ﹤0.01% | 1060 |
|
|
2021
Q4 | – | Sell |
-54
| Closed | -$18K | – | 1377 |
|
|
2021
Q3 | $18K | Buy |
+54
| New | +$18K | ﹤0.01% | 844 |
|