LGT Financial Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-36
| Closed | -$19K | – | 585 |
|
|
2024
Q4 | $19K | Hold |
36
| – | – | 0.04% | 318 |
|
|
2024
Q3 | $19.9K | Hold |
36
| – | – | 0.05% | 283 |
|
|
2024
Q2 | $18.6K | Hold |
36
| – | – | 0.04% | 319 |
|
|
2024
Q1 | $22.8K | Hold |
36
| – | – | 0.03% | 339 |
|
|
2023
Q4 | $19.7K | Sell |
36
-1
| -3% | -$546 | 0.02% | 358 |
|
|
2023
Q3 | $16.8K | Buy |
+37
| New | +$16.8K | 0.02% | 383 |
|