Kestra Advisory Services’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $576K | Buy |
|
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|
2024
Q1 | $562K | Sell |
|
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|
2023
Q4 | $741K | Buy |
|
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $313K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $274K | Sell |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $291K | Buy |
|