Carson Wealth (CWM LLC)’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97K | Buy |
8,610
+7,571
| +729% | +$85.3K | ﹤0.01% | 2758 |
|
|
2025
Q1 | $12K | Buy |
1,039
+508
| +96% | +$5.87K | ﹤0.01% | 4008 |
|
|
2024
Q4 | $7K | Buy |
531
+46
| +9% | +$606 | ﹤0.01% | 4061 |
|
|
2024
Q3 | $6K | Sell |
485
-321
| -40% | -$3.97K | ﹤0.01% | 4017 |
|
|
2024
Q2 | $10K | Buy |
+806
| New | +$10K | ﹤0.01% | 3552 |
|
|
2023
Q4 | – | Sell |
-8
| Closed | – | – | 4383 |
|
|
2023
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 4405 |
|
|
2022
Q2 | – | Sell |
-39
| Closed | -$1K | – | 3979 |
|
|
2022
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 3362 |
|
|
2019
Q1 | – | Sell |
-600
| Closed | -$10K | – | 3135 |
|
|
2018
Q4 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 1327 |
|