GW & Wade’s New England Realty Associates NEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,187
| Closed | -$208K | – | 240 |
|
|
2019
Q1 | $208K | Buy |
+3,187
| New | +$208K | 0.02% | 218 |
|
|
2018
Q4 | – | Sell |
-3,187
| Closed | -$214K | – | 231 |
|
|
2018
Q3 | $214K | Hold |
3,187
| – | – | 0.02% | 224 |
|
|
2018
Q2 | $214K | Hold |
3,187
| – | – | 0.02% | 231 |
|
|
2018
Q1 | $223K | Hold |
3,187
| – | – | 0.03% | 214 |
|
|
2017
Q4 | $234K | Hold |
3,187
| – | – | 0.03% | 197 |
|
|
2017
Q3 | $220K | Hold |
3,187
| – | – | 0.03% | 218 |
|
|
2017
Q2 | $228K | Hold |
3,187
| – | – | 0.03% | 208 |
|
|
2017
Q1 | $220K | Buy |
+3,187
| New | +$220K | 0.03% | 220 |
|
|
2016
Q3 | – | Sell |
-3,512
| Closed | -$202K | – | 243 |
|
|
2016
Q2 | $202K | Buy |
+3,512
| New | +$202K | 0.03% | 221 |
|