Advisors Asset Management’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $266K | Sell |
|
|||||
|
2023
Q4 | $341K | Sell |
|
|||||
|
2023
Q3 | $1.05M | Sell |
|
|||||
|
2023
Q2 | $1.14M | Sell |
|
|||||
|
2023
Q1 | $1.46M | Sell |
|
|||||
|
2022
Q4 | $1.86M | Sell |
|
|||||
|
2022
Q3 | $2.32M | Sell |
|
|||||
|
2022
Q2 | $4.23M | Sell |
|
|||||
|
2022
Q1 | $6.55M | Sell |
|
|||||
|
2021
Q4 | $6.78M | Sell |
|
|||||
|
2021
Q3 | $6.9M | Buy |
|
|||||
|
2021
Q2 | $8.2M | Sell |
|
|||||
|
2021
Q1 | $6.5M | Sell |
|
|||||
|
2020
Q4 | $4.81M | Sell |
|
|||||
|
2020
Q3 | $4.82M | Sell |
|
|||||
|
2020
Q2 | $4.93M | Sell |
|
|||||
|
2020
Q1 | $3.87M | Sell |
|
|||||
|
2019
Q4 | $6.89M | Sell |
|
|||||
|
2019
Q3 | $7M | Sell |
|
|||||
|
2019
Q2 | $7.87M | Sell |
|
|||||
|
2019
Q1 | $7.31M | Sell |
|
|||||
|
2018
Q4 | $7.59M | Sell |
|
|||||
|
2018
Q3 | $9.65M | Buy |
|
|||||
|
2018
Q2 | $8.78M | Buy |
|
|||||
|
2018
Q1 | $6.78M | Buy |
|
|||||
|
2017
Q4 | $3.88M | Buy |
|
|||||
|
2017
Q3 | $3.27M | Buy |
|
|||||
|
2017
Q2 | $2.81M | Buy |
|
|||||
|
2017
Q1 | $1.48M | Buy |
|
|||||
|
2016
Q4 | $440K | Buy |
|