Great Valley Advisor Group’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
331
-434
| -57% | -$300K | 0.01% | 826 |
|
|
2025
Q1 | $433K | Sell |
765
-7,553
| -91% | -$4.27M | 0.01% | 628 |
|
|
2024
Q4 | $4.39M | Buy |
8,318
+853
| +11% | +$451K | 0.1% | 197 |
|
|
2024
Q3 | $4.12M | Buy |
7,465
+3,098
| +71% | +$1.71M | 0.1% | 211 |
|
|
2024
Q2 | $2.25M | Buy |
4,367
+1,056
| +32% | +$544K | 0.06% | 270 |
|
|
2024
Q1 | $2.1M | Buy |
3,311
+974
| +42% | +$618K | 0.06% | 263 |
|
|
2023
Q4 | $1.28M | Buy |
+2,337
| New | +$1.28M | 0.04% | 307 |
|