TD Private Client Wealth’s NewMarket NEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.7K Sell
56
-11
-16% -$7.6K ﹤0.01% 887
2025
Q1
$38K Buy
67
+1
+2% +$566 ﹤0.01% 848
2024
Q4
$34.9K Sell
66
-9
-12% -$4.76K ﹤0.01% 881
2024
Q3
$41.4K Hold
75
﹤0.01% 868
2024
Q2
$38.7K Sell
75
-9
-11% -$4.64K ﹤0.01% 856
2024
Q1
$53.3K Sell
84
-49
-37% -$31.1K ﹤0.01% 800
2023
Q4
$72.6K Sell
133
-27
-17% -$14.7K ﹤0.01% 750
2023
Q3
$72.8K Sell
160
-1
-0.6% -$455 ﹤0.01% 713
2023
Q2
$64.7K Hold
161
﹤0.01% 731
2023
Q1
$58.8K Sell
161
-2
-1% -$730 ﹤0.01% 736
2022
Q4
$50.7K Buy
163
+1
+0.6% +$311 ﹤0.01% 743
2022
Q3
$48.7K Sell
162
-5
-3% -$1.5K ﹤0.01% 732
2022
Q2
$50.3K Sell
167
-5
-3% -$1.51K ﹤0.01% 736
2022
Q1
$55.8K Buy
172
+3
+2% +$973 ﹤0.01% 747
2021
Q4
$57.9K Sell
169
-15
-8% -$5.14K ﹤0.01% 724
2021
Q3
$62.3K Buy
184
+7
+4% +$2.37K ﹤0.01% 710
2021
Q2
$57K Hold
177
﹤0.01% 714
2021
Q1
$67.3K Buy
177
+24
+16% +$9.12K ﹤0.01% 660
2020
Q4
$60.9K Sell
153
-3
-2% -$1.2K ﹤0.01% 630
2020
Q3
$53.4K Sell
156
-26
-14% -$8.9K ﹤0.01% 604
2020
Q2
$72.9K Buy
182
+71
+64% +$28.4K ﹤0.01% 555
2020
Q1
$42.5K Buy
111
+9
+9% +$3.45K ﹤0.01% 604
2019
Q4
$49.6K Buy
+102
New +$49.6K ﹤0.01% 610