Nisa Investment Advisors’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $469 | Buy |
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|
2025
Q2 | $180 | Sell |
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|
2025
Q1 | $514 | Sell |
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|
2024
Q4 | $55.9K | Buy |
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|
2024
Q3 | $22.6K | Buy |
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|
2024
Q2 | $19.1K | Buy |
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|
2024
Q1 | $16.8K | Hold |
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|
2023
Q4 | $20.7K | Sell |
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|
2023
Q3 | $57.7K | Hold |
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|
2023
Q2 | $62.2K | Buy |
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|
2023
Q1 | $19K | Hold |
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|
2022
Q4 | $24K | Hold |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $40K | Hold |
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|
2021
Q4 | $40K | Hold |
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|
2021
Q3 | $42 | Hold |
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|
2021
Q2 | $52 | Hold |
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|
2021
Q1 | $40 | Hold |
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|
2020
Q4 | $30K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $27K | Hold |
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|
2020
Q1 | $20K | Hold |
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|
2019
Q4 | $34K | Hold |
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|
2019
Q3 | $34K | Hold |
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|
2019
Q2 | $35K | Sell |
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|
2019
Q1 | $77K | Hold |
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|
2018
Q4 | $68K | Hold |
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|
2018
Q3 | $82K | Sell |
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|
2018
Q2 | $80K | Hold |
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|
2018
Q1 | $68K | Hold |
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|
2017
Q4 | $74K | Hold |
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|
2017
Q3 | $71K | Hold |
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|
2017
Q2 | $68K | Hold |
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|
2017
Q1 | $68K | Hold |
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|
2016
Q4 | $64K | Buy |
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