Avior Wealth Management’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16
| Closed | -$176 | – | 3181 |
|
|
2024
Q1 | $176 | Buy |
+16
| New | +$176 | ﹤0.01% | 2931 |
|
|
2020
Q1 | – | Sell |
-660
| Closed | -$14K | – | 858 |
|
|
2019
Q4 | $14K | Hold |
660
| – | – | ﹤0.01% | 570 |
|
|
2019
Q3 | $14K | Buy |
660
+60
| +10% | +$1.27K | ﹤0.01% | 559 |
|
|
2019
Q2 | $14K | Buy |
+600
| New | +$14K | ﹤0.01% | 565 |
|