TRUE Private Wealth 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 |
-16
| Closed | -$6K | – | 725 |
|
|
2020
Q2 | $6K | Hold |
16
| – | – | ﹤0.01% | 542 |
|
|
2020
Q1 | $6K | Hold |
16
| – | – | ﹤0.01% | 504 |
|
|
2019
Q4 | $7K | Buy |
+16
| New | +$7K | ﹤0.01% | 641 |
|
|
2019
Q3 | – | Sell |
-16
| Closed | -$6K | – | 540 |
|
|
2019
Q2 | $6K | Buy |
+16
| New | +$6K | ﹤0.01% | 611 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$6.52K | – | 679 |
|
|
2018
Q3 | $6.52K | Buy |
+16
| New | +$6.52K | ﹤0.01% | 842 |
|