Next Financial Group’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $23K | Buy |
817
+239
| +41% | +$6.73K | ﹤0.01% | 1828 |
|
|
2021
Q3 | $16K | Hold |
578
| – | – | ﹤0.01% | 1878 |
|
|
2021
Q2 | $20K | Hold |
578
| – | – | ﹤0.01% | 1746 |
|
|
2021
Q1 | $15K | Buy |
578
+334
| +137% | +$8.67K | ﹤0.01% | 1744 |
|
|
2020
Q4 | $5K | Hold |
244
| – | – | ﹤0.01% | 1993 |
|
|
2020
Q3 | $5K | Buy |
+244
| New | +$5K | ﹤0.01% | 1852 |
|
|
2020
Q2 | – | Sell |
-244
| Closed | -$3K | – | 1430 |
|
|
2020
Q1 | $3K | Hold |
244
| – | – | ﹤0.01% | 1845 |
|
|
2019
Q4 | $6K | Buy |
+244
| New | +$6K | ﹤0.01% | 1923 |
|
|
2019
Q3 | – | Sell |
-120
| Closed | -$3K | – | 2385 |
|
|
2019
Q2 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 2029 |
|
|
2019
Q1 | – | Sell |
-120
| Closed | -$2K | – | 1955 |
|
|
2018
Q4 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 1751 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$2K | – | 991 |
|
|
2017
Q3 | $2K | Sell |
100
-200
| -67% | -$4K | ﹤0.01% | 1607 |
|
|
2017
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 1548 |
|
|
2017
Q1 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 1517 |
|