Ethos Financial Group’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
703
-192
| -21% | -$133K | 0.04% | 266 |
|
|
2025
Q1 | $475K | Hold |
895
| – | – | 0.05% | 234 |
|
|
2024
Q4 | $475K | Sell |
895
-36
| -4% | -$19.1K | 0.06% | 159 |
|
|
2024
Q3 | $516K | Sell |
931
-5
| -0.5% | -$2.77K | 0.09% | 130 |
|
|
2024
Q2 | $485K | Sell |
936
-13
| -1% | -$6.74K | 0.09% | 139 |
|
|
2024
Q1 | $605K | Hold |
949
| – | – | 0.11% | 124 |
|
|
2023
Q4 | $520K | Hold |
949
| – | – | 0.11% | 138 |
|
|
2023
Q3 | $434K | Buy |
949
+1
| +0.1% | +$457 | 0.11% | 103 |
|
|
2023
Q2 | $348K | Hold |
948
| – | – | 0.12% | 94 |
|
|
2023
Q1 | $348K | Hold |
948
| – | – | 0.11% | 111 |
|
|
2022
Q4 | $297K | Buy |
+948
| New | +$297K | 0.1% | 104 |
|