CAPTRUST Financial Advisors’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-20,980
| Closed | -$483K | – | 1999 |
|
|
2019
Q2 | $483K | Hold |
20,980
| – | – | 0.02% | 396 |
|
|
2019
Q1 | $412K | Buy |
20,980
+950
| +5% | +$18.7K | 0.02% | 394 |
|
|
2018
Q4 | $349K | Buy |
20,030
+510
| +3% | +$8.89K | 0.02% | 351 |
|
|
2018
Q3 | $409K | Hold |
19,520
| – | – | 0.02% | 337 |
|
|
2018
Q2 | $389K | Buy |
+19,520
| New | +$389K | 0.02% | 277 |
|