First Allied Advisory Services’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-39,548
| Closed | -$888K | – | 1175 |
|
|
2019
Q4 | $888K | Buy |
39,548
+6,577
| +20% | +$148K | 0.03% | 517 |
|
|
2019
Q3 | $740K | Buy |
32,971
+9,220
| +39% | +$207K | 0.03% | 554 |
|
|
2019
Q2 | $546K | Buy |
23,751
+5,506
| +30% | +$127K | 0.02% | 653 |
|
|
2019
Q1 | $361K | Buy |
18,245
+5,477
| +43% | +$108K | 0.01% | 790 |
|
|
2018
Q4 | $220K | Sell |
12,768
-8,028
| -39% | -$138K | 0.01% | 912 |
|
|
2018
Q3 | $437K | Buy |
+20,796
| New | +$437K | 0.02% | 761 |
|