Cornerstone Planning Group’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569 | Hold |
50
| – | – | ﹤0.01% | 1261 |
|
|
2025
Q1 | $532 | Sell |
50
-62
| -55% | -$660 | ﹤0.01% | 1284 |
|
|
2024
Q4 | $1.49K | Hold |
112
| – | – | ﹤0.01% | 866 |
|
|
2024
Q3 | $1.5K | Hold |
112
| – | – | ﹤0.01% | 843 |
|
|
2024
Q2 | $1.4K | Hold |
112
| – | – | ﹤0.01% | 867 |
|
|
2024
Q1 | $1.25K | Buy |
+112
| New | +$1.25K | ﹤0.01% | 737 |
|