Regal Investment Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-15
| Closed | -$7K | – | 987 |
|
|
2015
Q1 | $7K | Hold |
15
| – | – | ﹤0.01% | 765 |
|
|
2014
Q4 | $6K | Sell |
15
-35
| -70% | -$14K | ﹤0.01% | 721 |
|
|
2014
Q3 | $19K | Sell |
50
-214
| -81% | -$81.3K | 0.01% | 562 |
|
|
2014
Q2 | $104K | Sell |
264
-5,961
| -96% | -$2.35M | 0.04% | 274 |
|
|
2014
Q1 | $2.43M | Buy |
6,225
+1,710
| +38% | +$668K | 1.03% | 19 |
|
|
2013
Q4 | $1.51M | Buy |
4,515
+684
| +18% | +$229K | 0.86% | 31 |
|
|
2013
Q3 | $1.11M | Sell |
3,831
-221
| -5% | -$63.8K | 0.65% | 56 |
|
|
2013
Q2 | $1.07M | Buy |
+4,052
| New | +$1.07M | 0.59% | 50 |
|