Advantage Investment Management’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-13,330
| Closed | -$262K | – | 949 |
|
2019
Q1 | $262K | Buy |
+13,330
| New | +$262K | 0.21% | 101 |
|
2017
Q4 | – | Sell |
-4,821
| Closed | -$86K | – | 1046 |
|
2017
Q3 | $86K | Buy |
4,821
+1,917
| +66% | +$34.2K | 0.03% | 284 |
|
2017
Q2 | $47K | Buy |
2,904
+658
| +29% | +$10.6K | 0.02% | 390 |
|
2017
Q1 | $38K | Buy |
2,246
+2,192
| +4,059% | +$37.1K | 0.02% | 411 |
|
2016
Q4 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 915 |
|