JTWM
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Jackson Thornton Wealth Management’s NewtekOne NEWT Stock Holding History

Jackson Thornton Wealth Management’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$314K Buy
26,192
+79
+0.3% +$948 0.04% 78
2025
Q1 		$267K Sell
26,113
-461
-2% -$4.72K 0.04% 72
2024
Q4 		$339K Buy
+26,574
New +$339K 0.04% 58