Lenox Wealth Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13
| Closed | -$4K | – | 917 |
|
|
2021
Q4 | $4K | Hold |
13
| – | – | ﹤0.01% | 635 |
|
|
2021
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 581 |
|
|
2021
Q2 | $4K | Hold |
13
| – | – | ﹤0.01% | 590 |
|
|
2021
Q1 | $5K | Sell |
13
-13
| -50% | -$5K | ﹤0.01% | 507 |
|
|
2020
Q4 | $10K | Buy |
+26
| New | +$10K | ﹤0.01% | 429 |
|