Resonant Capital Advisors’s NewMarket NEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-862
Closed -$345K 171
2020
Q2
$345K Sell
862
-433
-33% -$173K 0.1% 130
2020
Q1
$496K Buy
1,295
+74
+6% +$28.3K 0.18% 128
2019
Q4
$594K Buy
+1,221
New +$594K 0.19% 131