Evermay Wealth Management’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1K | Hold |
29
| – | – | ﹤0.01% | 390 |
|
|
2025
Q1 | $16.5K | Hold |
29
| – | – | ﹤0.01% | 403 |
|
|
2024
Q4 | $15.4K | Hold |
29
| – | – | ﹤0.01% | 399 |
|
|
2024
Q3 | $16.1K | Hold |
29
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $15K | Hold |
29
| – | – | ﹤0.01% | 419 |
|
|
2024
Q1 | $18.5K | Hold |
29
| – | – | ﹤0.01% | 420 |
|
|
2023
Q4 | $15.9K | Buy |
+29
| New | +$15.9K | ﹤0.01% | 405 |
|
|
2023
Q3 | – | Sell |
-29
| Closed | -$11.7K | – | 573 |
|
|
2023
Q2 | $11.7K | Hold |
29
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $10.6K | Hold |
29
| – | – | ﹤0.01% | 414 |
|
|
2022
Q4 | $9.08K | Hold |
29
| – | – | ﹤0.01% | 427 |
|
|
2022
Q3 | $9K | Buy |
+29
| New | +$9K | ﹤0.01% | 407 |
|