NewEdge Advisors’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-635
| Closed | -$8.76K | – | 3925 |
|
|
2023
Q4 | $8.76K | Hold |
635
| – | – | ﹤0.01% | 2913 |
|
|
2023
Q3 | $9.37K | Hold |
635
| – | – | ﹤0.01% | 2591 |
|
|
2023
Q2 | $10.1K | Sell |
635
-575
| -48% | -$9.14K | ﹤0.01% | 2595 |
|
|
2023
Q1 | $15.5K | Buy |
1,210
+50
| +4% | +$640 | ﹤0.01% | 2426 |
|
|
2022
Q4 | $19 | Buy |
+1,160
| New | +$19 | ﹤0.01% | 3610 |
|