Gary Goldberg Planning Services’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $26K | Hold |
65
| – | – | 0.01% | 282 |
|
|
2014
Q3 | $25K | Hold |
65
| – | – | 0.01% | 298 |
|
|
2014
Q2 | $25K | Hold |
65
| – | – | 0.01% | 282 |
|
|
2014
Q1 | $25K | Sell |
65
-35
| -35% | -$13.5K | 0.01% | 267 |
|
|
2013
Q4 | $33K | Hold |
100
| – | – | 0.02% | 224 |
|
|
2013
Q3 | $29K | Hold |
100
| – | – | 0.02% | 232 |
|
|
2013
Q2 | $26K | Buy |
+100
| New | +$26K | 0.02% | 228 |
|