Laird Norton Wetherby Wealth Management’s NewtekOne NEWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-18,000
| Closed | -$340K | – | 907 |
|
|
2022
Q2 | $340K | Buy |
18,000
+9,000
| +100% | +$170K | 0.02% | 633 |
|
|
2022
Q1 | $240K | Hold |
9,000
| – | – | 0.01% | 787 |
|
|
2021
Q4 | $249K | Hold |
9,000
| – | – | 0.01% | 774 |
|
|
2021
Q3 | $250K | Hold |
9,000
| – | – | 0.02% | 762 |
|
|
2021
Q2 | $314K | Buy |
+9,000
| New | +$314K | 0.02% | 690 |
|