EverSource Wealth Advisors’s NewMarket NEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
151
+71
| +89% | +$49.1K | ﹤0.01% | 1176 |
|
|
2025
Q1 | $45.3K | Buy |
80
+39
| +95% | +$22.1K | ﹤0.01% | 1280 |
|
|
2024
Q4 | $21.7K | Buy |
41
+22
| +116% | +$11.6K | ﹤0.01% | 1582 |
|
|
2024
Q3 | $10.5K | Buy |
19
+1
| +6% | +$553 | ﹤0.01% | 1836 |
|
|
2024
Q2 | $10.1K | Buy |
18
+1
| +6% | +$562 | ﹤0.01% | 1849 |
|
|
2024
Q1 | $8.97K | Buy |
17
+11
| +183% | +$5.8K | ﹤0.01% | 1748 |
|
|
2023
Q4 | $3.28K | Buy |
6
+2
| +50% | +$1.09K | ﹤0.01% | 2022 |
|
|
2023
Q3 | $1.82K | Buy |
4
+1
| +33% | +$456 | ﹤0.01% | 2033 |
|
|
2023
Q2 | $1.21K | Buy |
+3
| New | +$1.21K | ﹤0.01% | 2158 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$2K | – | 1833 |
|
|
2022
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1551 |
|
|
2021
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 1585 |
|