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Cape Investment Advisory’s NewtekOne NEWT Stock Holding History

Cape Investment Advisory’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-140
Closed -$1.54K – 964
2024
Q1 		$1.54K Sell
140
-6,328
-98% -$69.6K ﹤0.01% 797
2023
Q4 		$89.3K Buy
+6,468
New +$89.3K 0.04% 249