MML Investors Services’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-17,564
| Closed | -$398K | – | 1498 |
|
2019
Q4 | $398K | Hold |
17,564
| – | – | 0.01% | 1102 |
|
2019
Q3 | $397K | Hold |
17,564
| – | – | 0.01% | 1044 |
|
2019
Q2 | $404K | Hold |
17,564
| – | – | 0.01% | 1133 |
|
2019
Q1 | $345K | Hold |
17,564
| – | – | 0.01% | 1192 |
|
2018
Q4 | $306K | Sell |
17,564
-10,824
| -38% | -$189K | 0.01% | 1164 |
|
2018
Q3 | $594K | Buy |
28,388
+6,819
| +32% | +$143K | 0.01% | 915 |
|
2018
Q2 | $429K | Buy |
21,569
+1,864
| +9% | +$37.1K | 0.01% | 919 |
|
2018
Q1 | $356K | Sell |
19,705
-9,141
| -32% | -$165K | 0.01% | 995 |
|
2017
Q4 | $533K | Buy |
28,846
+19
| +0.1% | +$351 | 0.01% | 801 |
|
2017
Q3 | $514K | Buy |
28,827
+5,579
| +24% | +$99.5K | 0.01% | 775 |
|
2017
Q2 | $379K | Hold |
23,248
| – | – | 0.01% | 883 |
|
2017
Q1 | $395K | Buy |
+23,248
| New | +$395K | 0.01% | 519 |
|