Wealth Enhancement Advisory Services’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
820
+102
| +14% | +$75.2K | ﹤0.01% | 2074 |
|
|
2025
Q1 | $407K | Buy |
718
+223
| +45% | +$126K | ﹤0.01% | 2180 |
|
|
2024
Q4 | $262K | Buy |
495
+123
| +33% | +$65K | ﹤0.01% | 2470 |
|
|
2024
Q3 | $205K | Buy |
+372
| New | +$205K | ﹤0.01% | 2415 |
|
|
2024
Q2 | – | Sell |
-395
| Closed | -$251K | – | 2535 |
|
|
2024
Q1 | $251K | Sell |
395
-4
| -1% | -$2.54K | ﹤0.01% | 2037 |
|
|
2023
Q4 | $218K | Sell |
399
-115
| -22% | -$62.8K | ﹤0.01% | 2035 |
|
|
2023
Q3 | $234K | Buy |
+514
| New | +$234K | ﹤0.01% | 1898 |
|