Advisory Research’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,643
| Closed | -$581K | – | 332 |
|
|
2019
Q4 | $581K | Sell |
25,643
-3,422
| -12% | -$77.5K | 0.03% | 230 |
|
|
2019
Q3 | $656K | Sell |
29,065
-5,040
| -15% | -$114K | 0.03% | 228 |
|
|
2019
Q2 | $784K | Sell |
34,105
-11,164
| -25% | -$257K | 0.02% | 271 |
|
|
2019
Q1 | $889K | Sell |
45,269
-115
| -0.3% | -$2.26K | 0.02% | 253 |
|
|
2018
Q4 | $791K | Sell |
45,384
-7,259
| -14% | -$127K | 0.02% | 256 |
|
|
2018
Q3 | $1.1M | Sell |
52,643
-11,056
| -17% | -$231K | 0.02% | 252 |
|
|
2018
Q2 | $1.27M | Buy |
63,699
+10,856
| +21% | +$216K | 0.02% | 251 |
|
|
2018
Q1 | $955K | Buy |
+52,843
| New | +$955K | 0.02% | 268 |
|