Creative Planning’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $208K | Buy |
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|
2024
Q4 | $158K | Buy |
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|
2017
Q3 | – | Sell |
|
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|
2017
Q2 | $33K | Buy |
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|
2017
Q1 | $19K | Sell |
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|
2016
Q4 | $86K | Hold |
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|
2016
Q3 | $78K | Sell |
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|
2016
Q2 | $70K | Buy |
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|
2016
Q1 | $55K | Buy |
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|
2015
Q4 | $49K | Buy |
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|
2015
Q3 | $3K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $10K | Buy |
|