Ladenburg Thalmann Financial Services’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $625K | Buy |
27,611
+58
| +0.2% | +$1.31K | ﹤0.01% | 1626 |
|
|
2019
Q3 | $622K | Buy |
27,553
+198
| +0.7% | +$4.47K | ﹤0.01% | 1586 |
|
|
2019
Q2 | $629K | Buy |
27,355
+285
| +1% | +$6.55K | ﹤0.01% | 1567 |
|
|
2019
Q1 | $531K | Buy |
27,070
+5,024
| +23% | +$98.6K | ﹤0.01% | 1645 |
|
|
2018
Q4 | $385K | Buy |
22,046
+3,229
| +17% | +$56.4K | ﹤0.01% | 1735 |
|
|
2018
Q3 | $393K | Buy |
18,817
+14,667
| +353% | +$306K | ﹤0.01% | 1794 |
|
|
2018
Q2 | $75K | Hold |
4,150
| – | – | ﹤0.01% | 2962 |
|
|
2018
Q1 | $75K | Buy |
4,150
+1,154
| +39% | +$20.9K | ﹤0.01% | 2962 |
|
|
2017
Q4 | $55K | Buy |
2,996
+926
| +45% | +$17K | ﹤0.01% | 3145 |
|
|
2017
Q3 | $37K | Buy |
+2,070
| New | +$37K | ﹤0.01% | 3312 |
|
|
2016
Q4 | – | Sell |
-100
| Closed | -$1K | – | 4916 |
|
|
2016
Q3 | $1K | Sell |
100
-13
| -12% | -$130 | ﹤0.01% | 4633 |
|
|
2016
Q2 | $1K | Hold |
113
| – | – | ﹤0.01% | 4591 |
|
|
2016
Q1 | $1K | Hold |
113
| – | – | ﹤0.01% | 4538 |
|
|
2015
Q4 | $2K | Buy |
+113
| New | +$2K | ﹤0.01% | 4368 |
|