CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s NewtekOne NEWT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio NEWT Stock Details NEWT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
2019
Q2 		$483K Hold
2019
Q1 		$412K Buy
2018
Q4 		$349K Buy
2018
Q3 		$409K Hold
2018
Q2 		$389K Buy