Envestnet Portfolio Solutions’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Sell |
618
-20
| -3% | -$13.8K | ﹤0.01% | 1163 |
|
|
2025
Q1 | $361K | Sell |
638
-404
| -39% | -$229K | ﹤0.01% | 1199 |
|
|
2024
Q4 | $550K | Buy |
1,042
+55
| +6% | +$29K | ﹤0.01% | 1195 |
|
|
2024
Q3 | $545K | Buy |
987
+137
| +16% | +$75.6K | ﹤0.01% | 1153 |
|
|
2024
Q2 | $438K | Buy |
850
+126
| +17% | +$64.9K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $459K | Buy |
724
+139
| +24% | +$88.2K | ﹤0.01% | 1161 |
|
|
2023
Q4 | $319K | Buy |
+585
| New | +$319K | ﹤0.01% | 1265 |
|