Wealthspire Advisors (Maryland)’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-73
| Closed | -$32K | – | 1478 |
|
|
2019
Q1 | $32K | Sell |
73
-13
| -15% | -$5.7K | ﹤0.01% | 1082 |
|
|
2018
Q4 | $35K | Hold |
86
| – | – | ﹤0.01% | 995 |
|
|
2018
Q3 | $35K | Buy |
86
+3
| +4% | +$1.22K | ﹤0.01% | 1090 |
|
|
2018
Q2 | $34K | Sell |
83
-151
| -65% | -$61.9K | ﹤0.01% | 1101 |
|
|
2018
Q1 | $94K | Sell |
234
-298
| -56% | -$120K | 0.01% | 738 |
|
|
2017
Q4 | $211K | Sell |
532
-32
| -6% | -$12.7K | 0.02% | 466 |
|
|
2017
Q3 | $240K | Sell |
564
-90
| -14% | -$38.3K | 0.03% | 415 |
|
|
2017
Q2 | $301K | Buy |
654
+144
| +28% | +$66.3K | 0.04% | 342 |
|
|
2017
Q1 | $231K | Buy |
+510
| New | +$231K | 0.03% | 352 |
|