Mount Yale Investment Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Buy |
+262
| New | +$181K | 0.01% | 552 |
|
|
2024
Q2 | – | Sell |
-476
| Closed | -$302K | – | 558 |
|
|
2024
Q1 | $302K | Sell |
476
-32
| -6% | -$20.3K | 0.02% | 448 |
|
|
2023
Q4 | $277K | Sell |
508
-12
| -2% | -$6.55K | 0.03% | 431 |
|
|
2023
Q3 | $237K | Sell |
520
-42
| -7% | -$19.1K | 0.03% | 442 |
|
|
2023
Q2 | $226K | Buy |
+562
| New | +$226K | 0.02% | 443 |
|
|
2021
Q1 | – | Sell |
-509
| Closed | -$203K | – | 438 |
|
|
2020
Q4 | $203K | Buy |
+509
| New | +$203K | 0.03% | 375 |
|
|
2020
Q3 | – | Sell |
-516
| Closed | -$207K | – | 364 |
|
|
2020
Q2 | $207K | Buy |
+516
| New | +$207K | 0.04% | 303 |
|
|
2018
Q4 | – | Sell |
-324
| Closed | -$135K | – | 605 |
|
|
2018
Q3 | $135K | Sell |
324
-63
| -16% | -$26.3K | 0.02% | 355 |
|
|
2018
Q2 | $157K | Sell |
387
-139
| -26% | -$56.4K | 0.03% | 338 |
|
|
2018
Q1 | $211K | Buy |
+526
| New | +$211K | 0.05% | 283 |
|