EverSource Wealth Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
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|
2025
Q1 | $45.3K | Buy |
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|
2024
Q4 | $21.7K | Buy |
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|
2024
Q3 | $10.5K | Buy |
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|
2024
Q2 | $10.1K | Buy |
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|
2024
Q1 | $8.97K | Buy |
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|
2023
Q4 | $3.28K | Buy |
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|
2023
Q3 | $1.82K | Buy |
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|
2023
Q2 | $1.21K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Buy |
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