US Financial Advisors’s New England Realty Associates NEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $255K | Hold |
3,122
| – | – | 0.08% | 88 |
|
|
2024
Q4 | $249K | Hold |
3,122
| – | – | 0.08% | 81 |
|
|
2024
Q3 | $250K | Hold |
3,122
| – | – | 0.08% | 77 |
|
|
2024
Q2 | $222K | Hold |
3,122
| – | – | 0.07% | 79 |
|
|
2024
Q1 | $224K | Hold |
3,122
| – | – | 0.08% | 75 |
|
|
2023
Q4 | $218K | Hold |
3,122
| – | – | 0.08% | 71 |
|
|
2023
Q3 | $208K | Hold |
3,122
| – | – | 0.09% | 71 |
|
|
2023
Q2 | $228K | Hold |
3,122
| – | – | 0.1% | 64 |
|
|
2023
Q1 | $222K | Hold |
3,122
| – | – | 0.1% | 68 |
|
|
2022
Q4 | $222K | Hold |
3,122
| – | – | 0.11% | 65 |
|
|
2022
Q3 | $240K | Hold |
3,122
| – | – | 0.13% | 52 |
|
|
2022
Q2 | $240K | Hold |
3,122
| – | – | 0.13% | 50 |
|
|
2022
Q1 | $250K | Sell |
3,122
-315
| -9% | -$25.2K | 0.12% | 59 |
|
|
2021
Q4 | $233K | Hold |
3,437
| – | – | 0.11% | 65 |
|
|
2021
Q3 | $210K | Hold |
3,437
| – | – | 0.1% | 67 |
|
|
2021
Q2 | $206K | Buy |
+3,437
| New | +$206K | 0.1% | 74 |
|
|
2016
Q2 | $377K | Hold |
7,000
| – | – | 0.76% | 27 |
|
|
2016
Q1 | $377K | Sell |
7,000
-1,291
| -16% | -$69.5K | 0.66% | 27 |
|
|
2015
Q4 | $421K | Sell |
8,291
-109
| -1% | -$5.54K | 0.4% | 37 |
|
|
2015
Q3 | $399K | Sell |
8,400
-400
| -5% | -$19K | 0.66% | 29 |
|
|
2015
Q2 | $440K | Hold |
8,800
| – | – | 0.42% | 31 |
|
|
2015
Q1 | $435K | Hold |
8,800
| – | – | 0.4% | 35 |
|
|
2014
Q4 | $429K | Buy |
+8,800
| New | +$429K | 0.38% | 38 |
|