JNBA Financial Advisors’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-900
| Closed | -$18K | – | 689 |
|
|
2019
Q1 | $18K | Hold |
900
| – | – | ﹤0.01% | 338 |
|
|
2018
Q4 | $16K | Buy |
+900
| New | +$16K | ﹤0.01% | 327 |
|
|
2018
Q3 | – | Sell |
-900
| Closed | -$18K | – | 630 |
|
|
2018
Q2 | $18K | Hold |
900
| – | – | ﹤0.01% | 325 |
|
|
2018
Q1 | $16K | Hold |
900
| – | – | ﹤0.01% | 331 |
|
|
2017
Q4 | $17K | Hold |
900
| – | – | ﹤0.01% | 328 |
|
|
2017
Q3 | $16K | Buy |
+900
| New | +$16K | ﹤0.01% | 321 |
|