Shine Investment Advisory Services’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $95K | Hold |
278
| – | – | 0.03% | 202 |
|
2020
Q2 | $111K | Hold |
278
| – | – | 0.04% | 179 |
|
2020
Q1 | $106K | Hold |
278
| – | – | 0.05% | 172 |
|
2019
Q4 | $135K | Hold |
278
| – | – | 0.05% | 171 |
|
2019
Q3 | $131K | Hold |
278
| – | – | 0.06% | 146 |
|
2019
Q2 | $111K | Hold |
278
| – | – | 0.05% | 169 |
|
2019
Q1 | $121K | Hold |
278
| – | – | 0.06% | 156 |
|
2018
Q4 | $115K | Hold |
278
| – | – | 0.06% | 153 |
|
2018
Q3 | $113K | Hold |
278
| – | – | 0.06% | 165 |
|
2018
Q2 | $112K | Hold |
278
| – | – | 0.06% | 161 |
|
2018
Q1 | $112K | Hold |
278
| – | – | 0.06% | 156 |
|
2017
Q4 | $110K | Hold |
278
| – | – | 0.05% | 159 |
|
2017
Q3 | $118K | Hold |
278
| – | – | 0.06% | 147 |
|
2017
Q2 | $128K | Buy |
+278
| New | +$128K | 0.07% | 124 |
|