Jaffetilchin Investment Partners’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,812
| Closed | -$138K | – | 375 |
|
|
2023
Q1 | $138K | Sell |
10,812
-5,492
| -34% | -$70.3K | 0.02% | 345 |
|
|
2022
Q4 | $265K | Sell |
16,304
-1,540
| -9% | -$25K | 0.03% | 297 |
|
|
2022
Q3 | $291K | Sell |
17,844
-7,563
| -30% | -$123K | 0.04% | 254 |
|
|
2022
Q2 | $481K | Sell |
25,407
-301
| -1% | -$5.7K | 0.06% | 186 |
|
|
2022
Q1 | $633K | Sell |
25,708
-8,506
| -25% | -$209K | 0.07% | 159 |
|
|
2021
Q4 | $945K | Buy |
34,214
+2,705
| +9% | +$74.7K | 0.09% | 143 |
|
|
2021
Q3 | $874K | Buy |
+31,509
| New | +$874K | 0.09% | 141 |
|