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Avion Wealth’s NewtekOne NEWT Stock Holding History

Avion Wealth’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6K Buy
600
+200
+50% +$2K ﹤0.01% 587
2025
Q1 		$5K Hold
400
– – ﹤0.01% 548
2024
Q4 		$5K Hold
400
– – ﹤0.01% 546
2024
Q3 		$4K Buy
+400
New +$4K ﹤0.01% 575