WFG Advisors’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-75
| Closed | -$30K | – | 1643 |
|
|
2016
Q1 | $30K | Hold |
75
| – | – | 0.01% | 796 |
|
|
2015
Q4 | $29K | Hold |
75
| – | – | 0.01% | 808 |
|
|
2015
Q3 | $27K | Hold |
75
| – | – | 0.01% | 810 |
|
|
2015
Q2 | $33K | Hold |
75
| – | – | 0.01% | 839 |
|
|
2015
Q1 | $36K | Buy |
+75
| New | +$36K | 0.01% | 812 |
|
|
2013
Q4 | – | Sell |
-18
| Closed | -$5K | – | 2281 |
|
|
2013
Q3 | $5K | Hold |
18
| – | – | ﹤0.01% | 1741 |
|
|
2013
Q2 | $5K | Buy |
+18
| New | +$5K | ﹤0.01% | 1667 |
|