Glen Eagle Advisors’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 | $74.1K | Hold |
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|
2025
Q1 | $78.5K | Hold |
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|
2024
Q4 | $83.8K | Sell |
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|
2024
Q3 | $106K | Sell |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $408K | Sell |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $513K | Sell |
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|
2022
Q3 | $526K | Buy |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $844K | Buy |
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|
2021
Q4 | $837K | Buy |
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|
2021
Q3 | $832K | Buy |
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|
2021
Q2 | $933K | Buy |
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|
2021
Q1 | $690K | Hold |
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|
2020
Q4 | $509K | Sell |
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|
2020
Q3 | $548K | Sell |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $963K | Buy |
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|
2019
Q1 | $772K | Buy |
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|
2018
Q4 | $586K | Buy |
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|
2018
Q3 | $683K | Buy |
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|
2018
Q2 | $501K | Buy |
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|
2018
Q1 | $290K | Buy |
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|
2017
Q4 | $248K | Buy |
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|
2017
Q3 | $120K | Buy |
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|
2017
Q2 | $96.4K | Buy |
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