Engrave Wealth Partners’s NewtekOne NEWT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-331	Closed	-$6K	–	303
2020 Q2	$6K	Hold	331	–	–	0.01%	310
2020 Q1	$4K	Buy	331 +3	+0.9%	+$36	﹤0.01%	295
2019 Q4	$7K	Buy	+328	New	+$7K	0.01%	333