AWM
Activest Wealth Management’s NewtekOne NEWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1293 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1084 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 696 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 639 |
|
|
2024
Q1 | – | Sell |
-1,013
| Closed | -$14K | – | 429 |
|
|
2023
Q4 | $14K | Buy |
1,013
+13
| +1% | +$179 | 0.01% | 171 |
|
|
2023
Q3 | $14.8K | Buy |
+1,000
| New | +$14.8K | 0.01% | 152 |
|