Global Retirement Partners’s NewtekOne NEWT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.14K	Buy	89 +1	+1%	+$13	﹤0.01%	3248
2024 Q3	$1.1K	Buy	+88	New	+$1.1K	﹤0.01%	3116