Bard Associates’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.53M | Hold |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.77M | Sell |
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|
2023
Q3 | $1.87M | Sell |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $1.64M | Sell |
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|
2022
Q4 | $2.09M | Sell |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | $2.44M | Buy |
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|
2022
Q1 | $3.44M | Sell |
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|
2021
Q4 | $3.57M | Sell |
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|
2021
Q3 | $3.62M | Sell |
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|
2021
Q2 | $4.62M | Sell |
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|
2021
Q1 | $3.6M | Sell |
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|
2020
Q4 | $2.66M | Sell |
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|
2020
Q3 | $2.52M | Sell |
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|
2020
Q2 | $2.53M | Sell |
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|
2020
Q1 | $1.85M | Sell |
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|
2019
Q4 | $3.18M | Sell |
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|
2019
Q3 | $3.26M | Sell |
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|
2019
Q2 | $3.61M | Sell |
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|
2019
Q1 | $3.1M | Sell |
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|
2018
Q4 | $2.77M | Sell |
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|
2018
Q3 | $3.35M | Sell |
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|
2018
Q2 | $3.37M | Sell |
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|
2018
Q1 | $3.11M | Sell |
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|
2017
Q4 | $3.21M | Sell |
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|
2017
Q3 | $3.13M | Buy |
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|
2017
Q2 | $2.85M | Buy |
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|
2017
Q1 | $2.95M | Buy |
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|
2016
Q4 | $2.63M | Buy |
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|
2016
Q3 | $2.29M | Buy |
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|
2016
Q2 | $2.02M | Buy |
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|
2016
Q1 | $1.98M | Buy |
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|
2015
Q4 | $2.18M | Buy |
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|
2015
Q3 | $2.27M | Buy |
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|
2015
Q2 | $1.83M | Sell |
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|
2015
Q1 | $1.77M | Sell |
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|
2014
Q4 | $1.64M | Buy |
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