IFP Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6K | Sell |
26
-59
| -69% | -$44.6K | ﹤0.01% | 2553 |
|
|
2025
Q1 | $49.7K | Sell |
85
-28
| -25% | -$16.4K | ﹤0.01% | 1891 |
|
|
2024
Q4 | $61.2K | Buy |
113
+1
| +0.9% | +$542 | ﹤0.01% | 1725 |
|
|
2024
Q3 | $62K | Buy |
112
+68
| +155% | +$37.7K | ﹤0.01% | 1630 |
|
|
2024
Q2 | $22.9K | Sell |
44
-1
| -2% | -$521 | ﹤0.01% | 2018 |
|
|
2024
Q1 | $28.8K | Buy |
45
+14
| +45% | +$8.97K | ﹤0.01% | 1811 |
|
|
2023
Q4 | $17K | Buy |
31
+18
| +138% | +$9.85K | ﹤0.01% | 1981 |
|
|
2023
Q3 | $5.92K | Hold |
13
| – | – | ﹤0.01% | 2448 |
|
|
2023
Q2 | $5.2K | Hold |
13
| – | – | ﹤0.01% | 2531 |
|
|
2023
Q1 | $4.97K | Sell |
13
-210
| -94% | -$80.3K | ﹤0.01% | 2566 |
|
|
2022
Q4 | $86K | Sell |
223
-937
| -81% | -$361K | ﹤0.01% | 1844 |
|
|
2022
Q3 | $453K | Buy |
1,160
+46
| +4% | +$18K | 0.01% | 977 |
|
|
2022
Q2 | $435K | Hold |
1,114
| – | – | 0.01% | 906 |
|
|
2022
Q1 | $435K | Buy |
1,114
+776
| +230% | +$303K | 0.01% | 906 |
|
|
2021
Q4 | $116K | Buy |
338
+9
| +3% | +$3.09K | ﹤0.01% | 1184 |
|
|
2021
Q3 | $112K | Buy |
329
+25
| +8% | +$8.51K | ﹤0.01% | 1202 |
|
|
2021
Q2 | $99K | Buy |
304
+292
| +2,433% | +$95.1K | ﹤0.01% | 1248 |
|
|
2021
Q1 | $5K | Sell |
12
-225
| -95% | -$93.8K | ﹤0.01% | 2397 |
|
|
2020
Q4 | $95K | Sell |
237
-1
| -0.4% | -$401 | ﹤0.01% | 1157 |
|
|
2020
Q3 | $82K | Sell |
238
-4
| -2% | -$1.38K | ﹤0.01% | 1079 |
|
|
2020
Q2 | $97K | Sell |
242
-1
| -0.4% | -$401 | 0.01% | 937 |
|
|
2020
Q1 | $88K | Hold |
243
| – | – | 0.01% | 883 |
|
|
2019
Q4 | $117K | Sell |
243
-2
| -0.8% | -$963 | 0.01% | 870 |
|
|
2019
Q3 | $115K | Buy |
+245
| New | +$115K | 0.01% | 998 |
|
|
2019
Q1 | – | Sell |
-320
| Closed | -$130K | – | 3017 |
|
|
2018
Q4 | $130K | Sell |
320
-68
| -18% | -$27.6K | 0.01% | 1057 |
|
|
2018
Q3 | $157K | Sell |
388
-71
| -15% | -$28.7K | 0.01% | 1213 |
|
|
2018
Q2 | $186K | Sell |
459
-50
| -10% | -$20.3K | 0.01% | 1093 |
|
|
2018
Q1 | $202K | Hold |
509
| – | – | 0.01% | 987 |
|
|
2017
Q4 | $202K | Buy |
509
+4
| +0.8% | +$1.59K | 0.01% | 986 |
|
|
2017
Q3 | $215K | Sell |
505
-68
| -12% | -$29K | 0.01% | 1093 |
|
|
2017
Q2 | $264K | Buy |
573
+16
| +3% | +$7.37K | 0.01% | 973 |
|
|
2017
Q1 | $252K | Sell |
557
-10
| -2% | -$4.52K | 0.01% | 1003 |
|
|
2016
Q4 | $240K | Buy |
567
+14
| +3% | +$5.93K | 0.01% | 961 |
|
|
2016
Q3 | $237K | Sell |
553
-123
| -18% | -$52.7K | 0.01% | 918 |
|
|
2016
Q2 | $280K | Buy |
+676
| New | +$280K | 0.02% | 817 |
|
|
2016
Q1 | – | Sell |
-562
| Closed | -$214K | – | 3039 |
|
|
2015
Q4 | $214K | Buy |
+562
| New | +$214K | 0.01% | 807 |
|