Disciplined Investments’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2
| Closed | -$804 | – | 1046 |
|
|
2023
Q2 | $804 | Hold |
2
| – | – | ﹤0.01% | 1054 |
|
|
2023
Q1 | $730 | Hold |
2
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q4 | $622 | Hold |
2
| – | – | ﹤0.01% | 1106 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 1024 |
|
|
2022
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1088 |
|