Commonwealth Equity Services’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 | $357K | Buy |
4,884
+11
| +0.2% | +$804 | ﹤0.01% | 3440 |
|
|
2025
Q1 | $397K | Buy |
4,873
+83
| +2% | +$6.76K | ﹤0.01% | 3237 |
|
|
2024
Q4 | $382K | Buy |
4,790
+610
| +15% | +$48.6K | ﹤0.01% | 3194 |
|
|
2024
Q3 | $334K | Buy |
4,180
+9
| +0.2% | +$719 | ﹤0.01% | 3260 |
|
|
2024
Q2 | $296K | Buy |
4,171
+10
| +0.2% | +$710 | ﹤0.01% | 3304 |
|
|
2024
Q1 | $299K | Buy |
4,161
+51
| +1% | +$3.67K | ﹤0.01% | 3279 |
|
|
2023
Q4 | $286K | Sell |
4,110
-1,837
| -31% | -$128K | ﹤0.01% | 3219 |
|
|
2023
Q3 | $395K | Buy |
5,947
+22
| +0.4% | +$1.46K | ﹤0.01% | 2797 |
|
|
2023
Q2 | $432K | Hold |
5,925
| – | – | ﹤0.01% | 2750 |
|
|
2023
Q1 | $420 | Hold |
5,925
| – | – | ﹤0.01% | 2702 |
|
|
2022
Q4 | $420K | Hold |
5,925
| – | – | ﹤0.01% | 2609 |
|
|
2022
Q3 | $456K | Hold |
5,925
| – | – | ﹤0.01% | 2482 |
|
|
2022
Q2 | $456K | Hold |
5,925
| – | – | ﹤0.01% | 2472 |
|
|
2022
Q1 | $474K | Hold |
5,925
| – | – | ﹤0.01% | 2568 |
|
|
2021
Q4 | $401K | Hold |
5,925
| – | – | ﹤0.01% | 2711 |
|
|
2021
Q3 | $361K | Hold |
5,925
| – | – | ﹤0.01% | 2747 |
|
|
2021
Q2 | $355K | Buy |
5,925
+18
| +0.3% | +$1.08K | ﹤0.01% | 2758 |
|
|
2021
Q1 | $326K | Sell |
5,907
-180
| -3% | -$9.93K | ﹤0.01% | 2692 |
|
|
2020
Q4 | $305K | Buy |
6,087
+23
| +0.4% | +$1.15K | ﹤0.01% | 2558 |
|
|
2020
Q3 | $297K | Buy |
6,064
+23
| +0.4% | +$1.13K | ﹤0.01% | 2360 |
|
|
2020
Q2 | $320K | Buy |
6,041
+21
| +0.3% | +$1.11K | ﹤0.01% | 2236 |
|
|
2020
Q1 | $282K | Buy |
6,020
+24
| +0.4% | +$1.12K | ﹤0.01% | 2111 |
|
|
2019
Q4 | $371K | Buy |
5,996
+17
| +0.3% | +$1.05K | ﹤0.01% | 2139 |
|
|
2019
Q3 | $349K | Sell |
5,979
-1,090
| -15% | -$63.6K | ﹤0.01% | 2095 |
|
|
2019
Q2 | $417K | Buy |
7,069
+25
| +0.4% | +$1.48K | ﹤0.01% | 1933 |
|
|
2019
Q1 | $459K | Sell |
7,044
-1,725
| -20% | -$112K | ﹤0.01% | 1809 |
|
|
2018
Q4 | $490K | Sell |
8,769
-99
| -1% | -$5.53K | ﹤0.01% | 1661 |
|
|
2018
Q3 | $596K | Buy |
8,868
+159
| +2% | +$10.7K | ﹤0.01% | 1669 |
|
|
2018
Q2 | $583K | Buy |
8,709
+28
| +0.3% | +$1.87K | ﹤0.01% | 1644 |
|
|
2018
Q1 | $608K | Buy |
8,681
+129
| +2% | +$9.04K | ﹤0.01% | 1578 |
|
|
2017
Q4 | $627K | Sell |
8,552
-634
| -7% | -$46.5K | ﹤0.01% | 1532 |
|
|
2017
Q3 | $634K | Buy |
9,186
+660
| +8% | +$45.6K | ﹤0.01% | 1461 |
|
|
2017
Q2 | $610K | Buy |
8,526
+224
| +3% | +$16K | ﹤0.01% | 1436 |
|
|
2017
Q1 | $573K | Buy |
8,302
+128
| +2% | +$8.83K | ﹤0.01% | 1421 |
|
|
2016
Q4 | $498K | Hold |
8,174
| – | – | ﹤0.01% | 1415 |
|
|
2016
Q3 | $495K | Buy |
8,174
+23
| +0.3% | +$1.39K | ﹤0.01% | 1388 |
|
|
2016
Q2 | $469K | Sell |
8,151
-76
| -0.9% | -$4.37K | ﹤0.01% | 1394 |
|
|
2016
Q1 | $444K | Buy |
+8,227
| New | +$444K | ﹤0.01% | 1390 |
|