Ahrens Investment Partners’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $13.4K | Buy |
+1,050
| New | +$13.4K | 0.01% | 556 |
|
|
2022
Q3 | – | Sell |
-1,100
| Closed | -$21K | – | 639 |
|
|
2022
Q2 | $21K | Hold |
1,100
| – | – | 0.01% | 490 |
|
|
2022
Q1 | $29K | Sell |
1,100
-500
| -31% | -$13.2K | 0.01% | 518 |
|
|
2021
Q4 | $44K | Buy |
+1,600
| New | +$44K | 0.02% | 425 |
|
|
2021
Q2 | – | Sell |
-8,500
| Closed | -$227K | – | 244 |
|
|
2021
Q1 | $227K | Buy |
+8,500
| New | +$227K | 0.11% | 172 |
|
|
2020
Q4 | – | Sell |
-10,200
| Closed | -$189K | – | 200 |
|
|
2020
Q3 | $189K | Sell |
10,200
-9,000
| -47% | -$167K | 0.13% | 153 |
|
|
2020
Q2 | $350K | Buy |
+19,200
| New | +$350K | 0.21% | 95 |
|