EverSource Wealth Advisors’s NewtekOne NEWT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.84K	Buy	+784	New	+$8.84K	﹤0.01%	2873
2025 Q1	–	Sell	-1	Closed	-$13	–	4128
2024 Q4	$13	Buy	+1	New	+$13	﹤0.01%	3728