IFG Advisory’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-610
| Closed | -$333K | – | 500 |
|
|
2023
Q4 | $333K | Sell |
610
-52
| -8% | -$28.4K | 0.02% | 455 |
|
|
2023
Q3 | $301K | Buy |
+662
| New | +$301K | 0.03% | 435 |
|
|
2023
Q2 | – | Sell |
-666
| Closed | -$243K | – | 440 |
|
|
2023
Q1 | $243K | Buy |
+666
| New | +$243K | 0.02% | 453 |
|