J.P. Morgan Private Wealth Advisors’s NewMarket NEU Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio NEU Stock Details NEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$489K	Buy	1,075 +41	+4%	+$18.6K	﹤0.01%	1250
2023 Q2	$416K	Buy	1,034 +11	+1%	+$4.42K	﹤0.01%	1110
2023 Q1	$373K	Buy	1,023 +261	+34%	+$95.3K	﹤0.01%	1592
2022 Q4	$237K	Sell	762 -3,908	-84%	-$1.22M	﹤0.01%	1749
2022 Q3	$1.41M	Buy	4,670 +36	+0.8%	+$10.8K	﹤0.01%	989
2022 Q2	$1.4M	Sell	4,634 -8	-0.2%	-$2.41K	﹤0.01%	978
2022 Q1	$1.51M	Sell	4,642 -5	-0.1%	-$1.62K	﹤0.01%	1023
2021 Q4	$1.59M	Sell	4,647 -10	-0.2%	-$3.43K	﹤0.01%	1013
2021 Q3	$1.58M	Sell	4,657 -1	-0%	-$339	﹤0.01%	999
2021 Q2	$1.5M	Buy	4,658 +18	+0.4%	+$5.8K	﹤0.01%	1010
2021 Q1	$1.76M	Sell	4,640 -38	-0.8%	-$14.4K	0.01%	812
2020 Q4	$1.86M	Sell	4,678 -3	-0.1%	-$1.2K	0.01%	758
2020 Q3	$1.6M	Sell	4,681 -1,414	-23%	-$484K	0.01%	715
2020 Q2	$2.44M	Sell	6,095 -4,339	-42%	-$1.74M	0.01%	528
2020 Q1	$4M	Sell	10,434 -53	-0.5%	-$20.3K	0.02%	394
2019 Q4	$5.1M	Sell	10,487 -15	-0.1%	-$7.3K	0.02%	415
2019 Q3	$4.96M	Sell	10,502 -639	-6%	-$302K	0.03%	402
2019 Q2	$4.47M	Sell	11,141 -235	-2%	-$94.2K	0.02%	408
2019 Q1	$4.93M	Sell	11,376 -618	-5%	-$268K	0.03%	400
2018 Q4	$4.94M	Buy	11,994 +7,689	+179%	+$3.17M	0.03%	359
2018 Q3	$1.75M	Sell	4,305 -192	-4%	-$77.9K	0.01%	658
2018 Q2	$1.82M	Buy	4,497 +124	+3%	+$50.2K	0.01%	625
2018 Q1	$1.76M	Buy	4,373 +121	+3%	+$48.6K	0.01%	510
2017 Q4	$1.69M	Sell	4,252 -697	-14%	-$277K	0.01%	525
2017 Q3	$2.11M	Sell	4,949 -230	-4%	-$97.9K	0.02%	452
2017 Q2	$2.39M	Buy	5,179 +633	+14%	+$292K	0.02%	423
2017 Q1	$2.06M	Buy	4,546 +349	+8%	+$158K	0.02%	466
2016 Q4	$1.78M	Buy	4,197 +1,161	+38%	+$492K	0.02%	463
2016 Q3	$1.3M	Sell	3,036 -194	-6%	-$83.3K	0.01%	528
2016 Q2	$1.34M	Buy	3,230 +1,426	+79%	+$591K	0.01%	523
2016 Q1	$715K	Buy	+1,804	New	+$715K	0.01%	641