J.P. Morgan Private Wealth Advisors’s NewtekOne NEWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-17,347
| Closed | -$393K | – | 1500 |
|
|
2019
Q4 | $393K | Hold |
17,347
| – | – | ﹤0.01% | 1134 |
|
|
2019
Q3 | $392K | Hold |
17,347
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q2 | $399K | Hold |
17,347
| – | – | ﹤0.01% | 1057 |
|
|
2019
Q1 | $341K | Hold |
17,347
| – | – | ﹤0.01% | 1158 |
|
|
2018
Q4 | $303K | Buy |
+17,347
| New | +$303K | ﹤0.01% | 1168 |
|