MFT
Moisand Fitzgerald Tamayo’s NewMarket NEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-672
| Closed | -$327K | – | 280 |
|
|
2019
Q4 | $327K | Hold |
672
| – | – | 0.17% | 59 |
|
|
2019
Q3 | $317K | Hold |
672
| – | – | 0.17% | 58 |
|
|
2019
Q2 | $269K | Hold |
672
| – | – | 0.15% | 65 |
|
|
2019
Q1 | $291K | Hold |
672
| – | – | 0.16% | 62 |
|
|
2018
Q4 | $277K | Hold |
672
| – | – | 0.17% | 60 |
|
|
2018
Q3 | $273K | Hold |
672
| – | – | 0.15% | 63 |
|
|
2018
Q2 | $272K | Hold |
672
| – | – | 0.16% | 64 |
|
|
2018
Q1 | $270K | Hold |
672
| – | – | 0.16% | 63 |
|
|
2017
Q4 | $267K | Hold |
672
| – | – | 0.15% | 55 |
|
|
2017
Q3 | $286K | Hold |
672
| – | – | 0.17% | 54 |
|
|
2017
Q2 | $309K | Hold |
672
| – | – | 0.21% | 50 |
|
|
2017
Q1 | $305K | Hold |
672
| – | – | 0.22% | 49 |
|
|
2016
Q4 | $285K | Hold |
672
| – | – | 0.21% | 51 |
|
|
2016
Q3 | $289K | Buy |
+672
| New | +$289K | 0.22% | 49 |
|