Liberty Wealth Management’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4
| Closed | -$1K | – | 766 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1129 |
|
|
2021
Q2 | $1K | Sell |
4
-24
| -86% | -$6K | ﹤0.01% | 1017 |
|
|
2021
Q1 | $11K | Hold |
28
| – | – | 0.01% | 576 |
|
|
2020
Q4 | $11K | Hold |
28
| – | – | 0.01% | 571 |
|
|
2020
Q3 | $10K | Hold |
28
| – | – | 0.01% | 522 |
|
|
2020
Q2 | $11K | Hold |
28
| – | – | 0.01% | 472 |
|
|
2020
Q1 | $11K | Hold |
28
| – | – | 0.01% | 453 |
|
|
2019
Q4 | $13K | Buy |
28
+1
| +4% | +$464 | 0.01% | 500 |
|
|
2019
Q3 | $13K | Hold |
27
| – | – | 0.01% | 470 |
|
|
2019
Q2 | $11K | Hold |
27
| – | – | 0.01% | 503 |
|
|
2019
Q1 | $11K | Hold |
27
| – | – | 0.01% | 428 |
|
|
2018
Q4 | $11K | Buy |
+27
| New | +$11K | 0.01% | 418 |
|