Janiczek Wealth Management’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $27.8K | Sell |
54
-2
| -4% | -$1.03K | 0.01% | 500 |
|
|
2024
Q1 | $35.5K | Buy |
56
+52
| +1,300% | +$33K | 0.01% | 465 |
|
|
2023
Q4 | $2.18K | Sell |
4
-4
| -50% | -$2.18K | ﹤0.01% | 843 |
|
|
2023
Q3 | $3.64K | Hold |
8
| – | – | ﹤0.01% | 760 |
|
|
2023
Q2 | $3.22K | Hold |
8
| – | – | ﹤0.01% | 714 |
|
|
2023
Q1 | $2.94K | Buy |
8
+1
| +14% | +$368 | ﹤0.01% | 731 |
|
|
2022
Q4 | $2.42K | Buy |
+7
| New | +$2.42K | ﹤0.01% | 747 |
|
|
2022
Q2 | – | Sell |
-84
| Closed | -$27K | – | 1031 |
|
|
2022
Q1 | $27K | Sell |
84
-110
| -57% | -$35.4K | 0.01% | 405 |
|
|
2021
Q4 | $66K | Buy |
194
+1
| +0.5% | +$340 | 0.02% | 263 |
|
|
2021
Q3 | $65K | Buy |
193
+119
| +161% | +$40.1K | 0.02% | 242 |
|
|
2021
Q2 | $24K | Sell |
74
-9
| -11% | -$2.92K | 0.01% | 389 |
|
|
2021
Q1 | $32K | Sell |
83
-10
| -11% | -$3.86K | 0.01% | 310 |
|
|
2020
Q4 | $37K | Buy |
93
+70
| +304% | +$27.8K | 0.02% | 248 |
|
|
2020
Q3 | $8K | Buy |
+23
| New | +$8K | ﹤0.01% | 268 |
|