Apollon Wealth Management’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,500
| Closed | -$252K | – | 904 |
|
|
2022
Q4 | $252K | Hold |
15,500
| – | – | 0.02% | 714 |
|
|
2022
Q3 | $253K | Hold |
15,500
| – | – | 0.02% | 656 |
|
|
2022
Q2 | $293K | Buy |
15,500
+7,500
| +94% | +$142K | 0.02% | 572 |
|
|
2022
Q1 | $214K | Hold |
8,000
| – | – | 0.02% | 672 |
|
|
2021
Q4 | $221K | Hold |
8,000
| – | – | 0.02% | 672 |
|
|
2021
Q3 | $222K | Hold |
8,000
| – | – | 0.03% | 416 |
|
|
2021
Q2 | $279K | Hold |
8,000
| – | – | 0.05% | 298 |
|
|
2021
Q1 | $214K | Buy |
+8,000
| New | +$214K | 0.04% | 320 |
|