Spire Wealth Management’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53K | Sell |
8
-6
| -43% | -$4.15K | ﹤0.01% | 1914 |
|
|
2025
Q1 | $8.08K | Sell |
14
-18
| -56% | -$10.4K | ﹤0.01% | 1903 |
|
|
2024
Q4 | $17K | Hold |
32
| – | – | ﹤0.01% | 1672 |
|
|
2024
Q3 | $17.8K | Sell |
32
-7
| -18% | -$3.9K | ﹤0.01% | 1474 |
|
|
2024
Q2 | $20.2K | Buy |
39
+19
| +95% | +$9.84K | ﹤0.01% | 1439 |
|
|
2024
Q1 | $12.7K | Hold |
20
| – | – | ﹤0.01% | 1640 |
|
|
2023
Q4 | $12K | Buy |
+20
| New | +$12K | ﹤0.01% | 1701 |
|
|
2022
Q1 | – | Sell |
-57
| Closed | -$20K | – | 2754 |
|
|
2021
Q4 | $20K | Hold |
57
| – | – | ﹤0.01% | 2119 |
|
|
2021
Q3 | $19K | Hold |
57
| – | – | ﹤0.01% | 1877 |
|
|
2021
Q2 | $18K | Hold |
57
| – | – | ﹤0.01% | 1918 |
|
|
2021
Q1 | $22K | Buy |
+57
| New | +$22K | ﹤0.01% | 2108 |
|