NOI
Newton One Investments’s Consumer Portfolio Services CPSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,500
| Closed | -$16.3K | – | 120 |
|
|
2024
Q4 | $16.3K | Buy |
+1,500
| New | +$16.3K | 0.01% | 84 |
|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$9K | – | 131 |
|
|
2021
Q3 | $9K | Hold |
1,500
| – | – | 0.01% | 105 |
|
|
2021
Q2 | $7K | Hold |
1,500
| – | – | 0.01% | 106 |
|
|
2021
Q1 | $6K | Hold |
1,500
| – | – | 0.01% | 67 |
|
|
2020
Q4 | $6K | Buy |
+1,500
| New | +$6K | 0.01% | 63 |
|