C.M. Bidwell & Associates’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,990
| Closed | -$194K | – | 608 |
|
|
2021
Q3 | $194K | Sell |
6,990
-1,200
| -15% | -$33.3K | 0.13% | 156 |
|
|
2021
Q2 | $286K | Buy |
+8,190
| New | +$286K | 0.19% | 99 |
|
|
2020
Q1 | – | Sell |
-5,605
| Closed | -$127K | – | 422 |
|
|
2019
Q4 | $127K | Sell |
5,605
-480
| -8% | -$10.9K | 0.11% | 148 |
|
|
2019
Q3 | $137K | Buy |
6,085
+2,765
| +83% | +$62.3K | 0.14% | 165 |
|
|
2019
Q2 | $76K | Buy |
+3,320
| New | +$76K | 0.08% | 203 |
|
|
2018
Q1 | – | Sell |
-8,615
| Closed | -$159K | – | 418 |
|
|
2017
Q4 | $159K | Hold |
8,615
| – | – | 0.14% | 182 |
|
|
2017
Q3 | $154K | Sell |
8,615
-850
| -9% | -$15.2K | 0.24% | 149 |
|
|
2017
Q2 | $154K | Sell |
9,465
-8,935
| -49% | -$145K | 0.03% | 174 |
|
|
2017
Q1 | $312K | Buy |
+18,400
| New | +$312K | 0.07% | 120 |
|