1620 Investment Advisors’s NewtekOne NEWT Stock Holding History

1620 Investment Advisors’s Portfolio NEWT Stock Details NEWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$385K	Sell
2025 Q2	$381K	Hold
2025 Q1	$404K	Sell
2024 Q4	$432K	Buy
2024 Q3	–	Sell
2024 Q2	$1.95K	Buy
2023 Q2	–	Sell
2023 Q1	$133K	Buy