Covestor’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
193
+138
| +251% | +$1.43K | ﹤0.01% | 1862 |
|
|
2025
Q1 | $1K | Sell |
55
-14
| -20% | -$255 | ﹤0.01% | 2042 |
|
|
2024
Q4 | $1K | Buy |
69
+43
| +165% | +$623 | ﹤0.01% | 2085 |
|
|
2024
Q3 | $0 | Sell |
26
-47
| -64% | – | ﹤0.01% | 2559 |
|
|
2024
Q2 | $1K | Buy |
+73
| New | +$1K | ﹤0.01% | 2060 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2577 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2525 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2511 |
|
|
2022
Q2 | – | Sell |
-10
| Closed | – | – | 2195 |
|
|
2022
Q1 | $0 | Sell |
10
-27
| -73% | – | ﹤0.01% | 2333 |
|
|
2021
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1854 |
|