WBI Investments’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Sell |
920
-1,069
| -54% | -$738K | 0.16% | 170 |
|
|
2025
Q1 | $1.13M | Buy |
1,989
+1,280
| +181% | +$725K | 0.3% | 93 |
|
|
2024
Q4 | $375K | Buy |
+709
| New | +$375K | 0.09% | 168 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$1.95M | – | 166 |
|
|
2019
Q4 | $1.95M | Buy |
4,000
+3,352
| +517% | +$1.63M | 0.21% | 88 |
|
|
2019
Q3 | $306K | Buy |
+648
| New | +$306K | 0.03% | 184 |
|