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Montag & Associates’s NewtekOne NEWT Stock Holding History

Montag & Associates’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,500
Closed -$200K – 882
2021
Q1 		$200K Hold
7,500
– – 0.01% 383
2020
Q4 		$148K Buy
+7,500
New +$148K 0.01% 404