Advisor Group’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $194K | Buy |
8,557
+46
| +0.5% | +$1.04K | ﹤0.01% | 2412 |
|
|
2019
Q3 | $192K | Buy |
8,511
+4,017
| +89% | +$90.6K | ﹤0.01% | 2356 |
|
|
2019
Q2 | $104K | Buy |
4,494
+1,759
| +64% | +$40.7K | ﹤0.01% | 2828 |
|
|
2019
Q1 | $54K | Sell |
2,735
-1,889
| -41% | -$37.3K | ﹤0.01% | 3325 |
|
|
2018
Q4 | $80K | Buy |
4,624
+254
| +6% | +$4.39K | ﹤0.01% | 2829 |
|
|
2018
Q3 | $91K | Buy |
4,370
+1,110
| +34% | +$23.1K | ﹤0.01% | 2821 |
|
|
2018
Q2 | $65K | Buy |
3,260
+2,500
| +329% | +$49.8K | ﹤0.01% | 2873 |
|
|
2018
Q1 | $14K | Buy |
760
+170
| +29% | +$3.13K | ﹤0.01% | 3886 |
|
|
2017
Q4 | $11K | Sell |
590
-100
| -14% | -$1.86K | ﹤0.01% | 4029 |
|
|
2017
Q3 | $13K | Sell |
690
-615
| -47% | -$11.6K | ﹤0.01% | 3819 |
|
|
2017
Q2 | $22K | Buy |
1,305
+590
| +83% | +$9.95K | ﹤0.01% | 3453 |
|
|
2017
Q1 | $12K | Buy |
715
+550
| +333% | +$9.23K | ﹤0.01% | 3685 |
|
|
2016
Q4 | $3K | Buy |
+165
| New | +$3K | ﹤0.01% | 4119 |
|