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ACG Wealth’s NewtekOne NEWT Stock Holding History

ACG Wealth’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-23,338
Closed -$414K – 227
2015
Q2 		$414K Sell
23,338
-217,600
-90% -$3.86M 0.1% 144
2015
Q1 		$3.98M Sell
240,938
-9,844
-4% -$163K 1.05% 19
2014
Q4 		$3.7M Buy
+250,782
New +$3.7M 1% 20