Principal Securities’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $240K | Sell |
348
-9
| -3% | -$6.22K | ﹤0.01% | 1152 |
|
2025
Q1 | $189K | Hold |
357
| – | – | ﹤0.01% | 1157 |
|
2024
Q4 | $189K | Buy |
357
+35
| +11% | +$18.5K | ﹤0.01% | 1157 |
|
2024
Q3 | $178K | Buy |
322
+41
| +15% | +$22.6K | ﹤0.01% | 1147 |
|
2024
Q2 | $145K | Buy |
281
+16
| +6% | +$8.25K | ﹤0.01% | 1180 |
|
2024
Q1 | $168K | Buy |
265
+38
| +17% | +$24.1K | 0.01% | 1083 |
|
2023
Q4 | $124K | Buy |
+227
| New | +$124K | ﹤0.01% | 1115 |
|