YorkBridge Wealth Partners’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-242
| Closed | -$97K | – | 488 |
|
|
2019
Q2 | $97K | Sell |
242
-2
| -0.8% | -$802 | 0.04% | 291 |
|
|
2019
Q1 | $106K | Sell |
244
-12
| -5% | -$5.21K | 0.05% | 265 |
|
|
2018
Q4 | $105K | Buy |
256
+5
| +2% | +$2.05K | 0.06% | 241 |
|
|
2018
Q3 | $101K | Sell |
251
-5
| -2% | -$2.01K | 0.05% | 283 |
|
|
2018
Q2 | $104K | Hold |
256
| – | – | 0.05% | 284 |
|
|
2018
Q1 | $106K | Sell |
256
-4
| -2% | -$1.66K | 0.05% | 287 |
|
|
2017
Q4 | $100K | Sell |
260
-26
| -9% | -$10K | 0.05% | 292 |
|
|
2017
Q3 | $122K | Hold |
286
| – | – | 0.06% | 235 |
|
|
2017
Q2 | $131K | Buy |
286
+4
| +1% | +$1.83K | 0.07% | 219 |
|
|
2017
Q1 | $131K | Sell |
282
-1
| -0.4% | -$465 | 0.07% | 211 |
|
|
2016
Q4 | $116K | Buy |
+283
| New | +$116K | 0.07% | 220 |
|