Financial Architects (New Jersey)’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-30
| Closed | -$12K | – | 1360 |
|
|
2017
Q4 | $12K | Sell |
30
-2
| -6% | -$800 | ﹤0.01% | 973 |
|
|
2017
Q3 | $14K | Hold |
32
| – | – | ﹤0.01% | 952 |
|
|
2017
Q2 | $15K | Buy |
32
+2
| +7% | +$938 | ﹤0.01% | 937 |
|
|
2017
Q1 | $14K | Hold |
30
| – | – | ﹤0.01% | 949 |
|
|
2016
Q4 | $13K | Hold |
30
| – | – | ﹤0.01% | 938 |
|
|
2016
Q3 | $13K | Hold |
30
| – | – | ﹤0.01% | 931 |
|
|
2016
Q2 | $12K | Hold |
30
| – | – | ﹤0.01% | 913 |
|
|
2016
Q1 | $12K | Buy |
+30
| New | +$12K | ﹤0.01% | 693 |
|
|
2015
Q3 | – | Sell |
-30
| Closed | -$13K | – | 638 |
|
|
2015
Q2 | $13K | Hold |
30
| – | – | ﹤0.01% | 707 |
|
|
2015
Q1 | $14K | Buy |
+30
| New | +$14K | 0.01% | 644 |
|