Concord Wealth Partners’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12
| Closed | -$4K | – | 1326 |
|
|
2022
Q1 | $4K | Hold |
12
| – | – | ﹤0.01% | 974 |
|
|
2021
Q4 | $4K | Hold |
12
| – | – | ﹤0.01% | 999 |
|
|
2021
Q3 | $4K | Hold |
12
| – | – | ﹤0.01% | 636 |
|
|
2021
Q2 | $4K | Hold |
12
| – | – | ﹤0.01% | 771 |
|
|
2021
Q1 | $5K | Buy |
+12
| New | +$5K | ﹤0.01% | 673 |
|