KCM Investment Advisors’s Newtek Business Services Corp NEWTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,003
| Closed | -$255K | – | 542 |
|
|
2017
Q4 | $255K | Sell |
10,003
-1,687
| -14% | -$43K | 0.01% | 464 |
|
|
2017
Q3 | $298K | Buy |
11,690
+2,050
| +21% | +$52.3K | 0.02% | 431 |
|
|
2017
Q2 | $246K | Hold |
9,640
| – | – | 0.02% | 483 |
|
|
2017
Q1 | $245K | Buy |
9,640
+300
| +3% | +$7.62K | 0.02% | 479 |
|
|
2016
Q4 | $237K | Buy |
9,340
+1,250
| +15% | +$31.7K | 0.02% | 484 |
|
|
2016
Q3 | $207K | Buy |
+8,090
| New | +$207K | 0.01% | 512 |
|