Inlet Private Wealth’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,430
| Closed | -$430K | – | 131 |
|
|
2022
Q3 | $430K | Sell |
1,430
-300
| -17% | -$90.2K | 0.13% | 99 |
|
|
2022
Q2 | $521K | Hold |
1,730
| – | – | 0.15% | 95 |
|
|
2022
Q1 | $561K | Buy |
1,730
+150
| +9% | +$48.6K | 0.14% | 100 |
|
|
2021
Q4 | $541K | Hold |
1,580
| – | – | 0.13% | 103 |
|
|
2021
Q3 | $535K | Buy |
+1,580
| New | +$535K | 0.14% | 100 |
|