American Portfolios Advisors’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $24.4K | Hold |
1,494
| – | – | ﹤0.01% | 2085 |
|
|
2022
Q2 | $28.3K | Hold |
1,494
| – | – | ﹤0.01% | 2054 |
|
|
2022
Q1 | $39.9K | Hold |
1,494
| – | – | ﹤0.01% | 1998 |
|
|
2021
Q4 | $41.3K | Hold |
1,494
| – | – | ﹤0.01% | 1956 |
|
|
2021
Q3 | $41.4K | Hold |
1,494
| – | – | ﹤0.01% | 1877 |
|
|
2021
Q2 | $52.2K | Sell |
1,494
-1,600
| -52% | -$55.9K | ﹤0.01% | 1720 |
|
|
2021
Q1 | $82.6K | Buy |
3,094
+700
| +29% | +$18.7K | ﹤0.01% | 1395 |
|
|
2020
Q4 | $47.1K | Buy |
2,394
+300
| +14% | +$5.91K | ﹤0.01% | 1436 |
|
|
2020
Q3 | $38.9K | Buy |
2,094
+600
| +40% | +$11.1K | ﹤0.01% | 1423 |
|
|
2020
Q2 | $27.2K | Hold |
1,494
| – | – | ﹤0.01% | 1519 |
|
|
2020
Q1 | $19.7K | Sell |
1,494
-2,575
| -63% | -$34K | ﹤0.01% | 1531 |
|
|
2019
Q4 | $92.2K | Hold |
4,069
| – | – | 0.01% | 1075 |
|
|
2019
Q3 | $91.9K | Buy |
4,069
+2,300
| +130% | +$51.9K | 0.01% | 1033 |
|
|
2019
Q2 | $40.7K | Hold |
1,769
| – | – | ﹤0.01% | 1360 |
|
|
2019
Q1 | $34.7K | Hold |
1,769
| – | – | ﹤0.01% | 1345 |
|
|
2018
Q4 | $30.9K | Hold |
1,769
| – | – | ﹤0.01% | 1218 |
|
|
2018
Q3 | $37K | Sell |
1,769
-780
| -31% | -$16.3K | ﹤0.01% | 1243 |
|
|
2018
Q2 | $50.8K | Hold |
2,549
| – | – | 0.01% | 1064 |
|
|
2018
Q1 | $46.1K | Buy |
2,549
+2,037
| +398% | +$36.8K | 0.01% | 1055 |
|
|
2017
Q4 | $9.47K | Buy |
+512
| New | +$9.47K | ﹤0.01% | 1586 |
|