Kingsview 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 | – | Sell |
-420
| Closed | -$267K | – | 1094 |
|
|
2024
Q1 | $267K | Sell |
420
-49
| -10% | -$31.1K | 0.01% | 860 |
|
|
2023
Q4 | $256K | Sell |
469
-74
| -14% | -$40.4K | 0.01% | 819 |
|
|
2023
Q3 | $247K | Sell |
543
-32
| -6% | -$14.6K | 0.01% | 818 |
|
|
2023
Q2 | $231K | Sell |
575
-12
| -2% | -$4.83K | 0.01% | 820 |
|
|
2023
Q1 | $214K | Buy |
+587
| New | +$214K | 0.01% | 812 |
|