Belpointe Asset Management’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$12.8K | – | 2340 |
|
|
2023
Q1 | $12.8K | Hold |
1,000
| – | – | ﹤0.01% | 2572 |
|
|
2022
Q4 | $16.3K | Buy |
+1,000
| New | +$16.3K | ﹤0.01% | 2330 |
|
|
2020
Q3 | – | Sell |
-10,675
| Closed | -$195K | – | 812 |
|
|
2020
Q2 | $195K | Buy |
10,675
+800
| +8% | +$14.6K | 0.03% | 533 |
|
|
2020
Q1 | $130K | Buy |
9,875
+1,400
| +17% | +$18.4K | 0.02% | 541 |
|
|
2019
Q4 | $192K | Buy |
8,475
+800
| +10% | +$18.1K | 0.02% | 551 |
|
|
2019
Q3 | $173K | Buy |
+7,675
| New | +$173K | 0.03% | 503 |
|