LA
LVW Advisors’s NewMarket NEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-542
| Closed | -$235K | – | 177 |
|
|
2019
Q1 | $235K | Buy |
542
+57
| +12% | +$24.7K | 0.06% | 161 |
|
|
2018
Q4 | $200K | Sell |
485
-1,277
| -72% | -$527K | 0.07% | 154 |
|
|
2018
Q3 | $715K | Buy |
1,762
+10
| +0.6% | +$4.06K | 0.2% | 76 |
|
|
2018
Q2 | $709K | Sell |
1,752
-41
| -2% | -$16.6K | 0.22% | 71 |
|
|
2018
Q1 | $720K | Sell |
1,793
-9
| -0.5% | -$3.61K | 0.22% | 70 |
|
|
2017
Q4 | $716K | Buy |
1,802
+502
| +39% | +$199K | 0.21% | 71 |
|
|
2017
Q3 | $553K | Buy |
+1,300
| New | +$553K | 0.22% | 79 |
|