1IA
1620 Investment Advisors’s NewtekOne NEWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Hold |
33,772
| – | – | 0.27% | 106 |
|
|
2025
Q1 | $404K | Sell |
33,772
-74
| -0.2% | -$885 | 0.31% | 103 |
|
|
2024
Q4 | $432K | Buy |
+33,846
| New | +$432K | 0.33% | 95 |
|
|
2024
Q3 | – | Sell |
-155
| Closed | -$1.95K | – | 716 |
|
|
2024
Q2 | $1.95K | Buy |
+155
| New | +$1.95K | ﹤0.01% | 548 |
|
|
2023
Q2 | – | Sell |
-10,714
| Closed | -$133K | – | 147 |
|
|
2023
Q1 | $133K | Buy |
+10,714
| New | +$133K | 0.16% | 125 |
|