Clearstead Advisors’s NewMarket NEU Stock Holding History

Clearstead Advisors’s Portfolio NEU Stock Details NEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.29M	Buy
2025 Q1	$1.87M	Sell
2024 Q4	$1.9M	Buy
2024 Q3	$1.98M	Sell
2024 Q2	$1.87M	Buy
2024 Q1	$17.3K	Hold
2023 Q4	$16.9K	Sell
2023 Q3	$15.5K	Buy
2021 Q4	–	Sell
2021 Q3	$18K	Buy