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Heritage Financial Services’s NewtekOne NEWT Stock Holding History

Heritage Financial Services’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,275
Closed -$43K – 324
2022
Q2 		$43K Buy
+2,275
New +$43K 0.02% 176