Wealthcare Advisory Partners’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-71
| Closed | -$27K | – | 1374 |
|
|
2021
Q1 | $27K | Buy |
+71
| New | +$27K | ﹤0.01% | 1100 |
|
|
2020
Q2 | – | Sell |
-70
| Closed | -$27K | – | 995 |
|
|
2020
Q1 | $27K | Buy |
70
+1
| +1% | +$386 | ﹤0.01% | 644 |
|
|
2019
Q4 | $34K | Hold |
69
| – | – | ﹤0.01% | 633 |
|
|
2019
Q3 | $33K | Hold |
69
| – | – | ﹤0.01% | 629 |
|
|
2019
Q2 | $28K | Buy |
69
+1
| +1% | +$406 | ﹤0.01% | 641 |
|
|
2019
Q1 | $30K | Hold |
68
| – | – | 0.01% | 569 |
|
|
2018
Q4 | $28K | Hold |
68
| – | – | 0.01% | 559 |
|
|
2018
Q3 | $27K | Hold |
68
| – | – | 0.01% | 604 |
|
|
2018
Q2 | $27K | Buy |
68
+1
| +1% | +$397 | 0.01% | 594 |
|
|
2018
Q1 | $27K | Hold |
67
| – | – | 0.01% | 529 |
|
|
2017
Q4 | $27K | Hold |
67
| – | – | 0.01% | 479 |
|
|
2017
Q3 | $28K | Buy |
+67
| New | +$28K | 0.01% | 380 |
|