Global Retirement Partners’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
+679
| New | +$469K | 0.01% | 739 |
|
|
2024
Q4 | $294K | Buy |
557
+129
| +30% | +$68.2K | 0.01% | 807 |
|
|
2024
Q3 | $236K | Buy |
428
+229
| +115% | +$126K | 0.01% | 861 |
|
|
2024
Q2 | $103K | Buy |
+199
| New | +$103K | ﹤0.01% | 1183 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | -$1K | – | 2811 |
|
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 2454 |
|
|
2017
Q4 | – | Sell |
-11
| Closed | -$5K | – | 1450 |
|
|
2017
Q3 | $5K | Buy |
+11
| New | +$5K | ﹤0.01% | 1008 |
|