Fusion Family Wealth’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,841
| Closed | -$189K | – | 214 |
|
|
2018
Q4 | $189K | Buy |
10,841
+1,150
| +12% | +$20K | 0.06% | 62 |
|
|
2018
Q3 | $203K | Buy |
9,691
+111
| +1% | +$2.33K | 0.05% | 61 |
|
|
2018
Q2 | $191K | Buy |
9,580
+848
| +10% | +$16.9K | 0.05% | 65 |
|
|
2018
Q1 | $158K | Buy |
8,732
+107
| +1% | +$1.94K | 0.05% | 62 |
|
|
2017
Q4 | $159K | Buy |
8,625
+6,225
| +259% | +$115K | 0.04% | 80 |
|
|
2017
Q3 | $43K | Sell |
2,400
-4,535
| -65% | -$81.3K | 0.01% | 94 |
|
|
2017
Q2 | $113K | Buy |
6,935
+2,506
| +57% | +$40.8K | 0.04% | 94 |
|
|
2017
Q1 | $75K | Buy |
4,429
+94
| +2% | +$1.59K | 0.03% | 104 |
|
|
2016
Q4 | $67K | Buy |
+4,335
| New | +$67K | 0.04% | 108 |
|