Mount Yale Investment Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $226K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $135K | Sell |
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|
2018
Q2 | $157K | Sell |
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|
2018
Q1 | $211K | Buy |
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