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