JFS Wealth 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 | $6.22K | Hold |
9
| – | – | ﹤0.01% | 1010 |
|
|
2025
Q1 | $5.1K | Hold |
9
| – | – | ﹤0.01% | 1118 |
|
|
2024
Q4 | $4.76K | Hold |
9
| – | – | ﹤0.01% | 1145 |
|
|
2024
Q3 | $4.97K | Hold |
9
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q2 | $4.64K | Hold |
9
| – | – | ﹤0.01% | 1094 |
|
|
2024
Q1 | $5.71K | Sell |
9
-1
| -10% | -$635 | ﹤0.01% | 1053 |
|
|
2023
Q4 | $5.46K | Buy |
10
+1
| +11% | +$546 | ﹤0.01% | 1020 |
|
|
2023
Q3 | $4.1K | Hold |
9
| – | – | ﹤0.01% | 1075 |
|
|
2023
Q2 | $3.62K | Hold |
9
| – | – | ﹤0.01% | 1154 |
|
|
2023
Q1 | $3.29K | Buy |
9
+3
| +50% | +$1.1K | ﹤0.01% | 1164 |
|
|
2022
Q4 | $1.87K | Buy |
6
+2
| +50% | +$622 | ﹤0.01% | 1398 |
|
|
2022
Q3 | $1K | Sell |
4
-2
| -33% | -$500 | ﹤0.01% | 1602 |
|
|
2022
Q2 | $2K | Sell |
6
-1
| -14% | -$333 | ﹤0.01% | 1353 |
|
|
2022
Q1 | $2K | Buy |
7
+4
| +133% | +$1.14K | ﹤0.01% | 1455 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1471 |
|