LPL Financial’s New England Realty Associates NEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Buy |
10,503
+476
| +5% | +$34.8K | ﹤0.01% | 3950 |
|
|
2025
Q1 | $818K | Hold |
10,027
| – | – | ﹤0.01% | 3691 |
|
|
2024
Q4 | $799K | Hold |
10,027
| – | – | ﹤0.01% | 3647 |
|
|
2024
Q3 | $802K | Hold |
10,027
| – | – | ﹤0.01% | 3542 |
|
|
2024
Q2 | $712K | Hold |
10,027
| – | – | ﹤0.01% | 3511 |
|
|
2024
Q1 | $721K | Hold |
10,027
| – | – | ﹤0.01% | 3421 |
|
|
2023
Q4 | $699K | Hold |
10,027
| – | – | ﹤0.01% | 3339 |
|
|
2023
Q3 | $667K | Buy |
10,027
+225
| +2% | +$15K | ﹤0.01% | 3230 |
|
|
2023
Q2 | $715K | Hold |
9,802
| – | – | ﹤0.01% | 3117 |
|
|
2023
Q1 | $696K | Hold |
9,802
| – | – | ﹤0.01% | 3051 |
|
|
2022
Q4 | $696K | Hold |
9,802
| – | – | ﹤0.01% | 2948 |
|
|
2022
Q3 | $755K | Hold |
9,802
| – | – | ﹤0.01% | 2752 |
|
|
2022
Q2 | $755K | Hold |
9,802
| – | – | ﹤0.01% | 2821 |
|
|
2022
Q1 | $785K | Hold |
9,802
| – | – | ﹤0.01% | 2814 |
|
|
2021
Q4 | $665K | Hold |
9,802
| – | – | ﹤0.01% | 3023 |
|
|
2021
Q3 | $598K | Hold |
9,802
| – | – | ﹤0.01% | 3041 |
|
|
2021
Q2 | $588K | Hold |
9,802
| – | – | ﹤0.01% | 3011 |
|
|
2021
Q1 | $543K | Hold |
9,802
| – | – | ﹤0.01% | 2942 |
|
|
2020
Q4 | $492K | Hold |
9,802
| – | – | ﹤0.01% | 2770 |
|
|
2020
Q3 | $480K | Hold |
9,802
| – | – | ﹤0.01% | 2491 |
|
|
2020
Q2 | $520K | Hold |
9,802
| – | – | ﹤0.01% | 2336 |
|
|
2020
Q1 | $460K | Hold |
9,802
| – | – | ﹤0.01% | 2146 |
|
|
2019
Q4 | $608K | Hold |
9,802
| – | – | ﹤0.01% | 2203 |
|
|
2019
Q3 | $573K | Hold |
9,802
| – | – | ﹤0.01% | 2156 |
|
|
2019
Q2 | $578K | Hold |
9,802
| – | – | ﹤0.01% | 2160 |
|
|
2019
Q1 | $639K | Hold |
9,802
| – | – | ﹤0.01% | 1996 |
|
|
2018
Q4 | $548K | Hold |
9,802
| – | – | ﹤0.01% | 1959 |
|
|
2018
Q3 | $659K | Sell |
9,802
-1,582
| -14% | -$106K | ﹤0.01% | 1998 |
|
|
2018
Q2 | $763K | Sell |
11,384
-4,500
| -28% | -$302K | ﹤0.01% | 1831 |
|
|
2018
Q1 | $1.11M | Hold |
15,884
| – | – | ﹤0.01% | 1510 |
|
|
2017
Q4 | $1.17M | Hold |
15,884
| – | – | ﹤0.01% | 1413 |
|
|
2017
Q3 | $1.1M | Hold |
15,884
| – | – | ﹤0.01% | 1362 |
|
|
2017
Q2 | $1.14M | Sell |
15,884
-1,437
| -8% | -$103K | ﹤0.01% | 1288 |
|
|
2017
Q1 | $1.18M | Hold |
17,321
| – | – | 0.01% | 1150 |
|
|
2016
Q4 | $1.04M | Hold |
17,321
| – | – | 0.01% | 1190 |
|
|
2016
Q3 | $1.07M | Hold |
17,321
| – | – | 0.01% | 1143 |
|
|
2016
Q2 | $1.02M | Sell |
17,321
-17,321
| -50% | -$1.02M | 0.01% | 1151 |
|
|
2016
Q1 | $1.9M | Hold |
34,642
| – | – | 0.01% | 1235 |
|
|
2015
Q4 | $1.75M | Buy |
34,642
+17,321
| +100% | +$875K | ﹤0.01% | 1257 |
|
|
2015
Q3 | $837K | Buy |
17,321
+1,437
| +9% | +$69.4K | ﹤0.01% | 1375 |
|
|
2015
Q2 | $794K | Sell |
15,884
-2,450
| -13% | -$122K | ﹤0.01% | 1532 |
|
|
2015
Q1 | $920K | Hold |
18,334
| – | – | ﹤0.01% | 1413 |
|
|
2014
Q4 | $894K | Sell |
18,334
-9,166
| -33% | -$447K | ﹤0.01% | 1392 |
|
|
2014
Q3 | $1.29M | Buy |
+27,500
| New | +$1.29M | 0.01% | 1111 |
|