Patriot Financial Group Insurance Agency’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-642
| Closed | -$12K | – | 1390 |
|
|
2022
Q2 | $12K | Hold |
642
| – | – | ﹤0.01% | 1183 |
|
|
2022
Q1 | $17K | Hold |
642
| – | – | ﹤0.01% | 1155 |
|
|
2021
Q4 | $18K | Hold |
642
| – | – | ﹤0.01% | 1265 |
|
|
2021
Q3 | $18K | Hold |
642
| – | – | ﹤0.01% | 1265 |
|
|
2021
Q2 | $22K | Hold |
642
| – | – | ﹤0.01% | 1135 |
|
|
2021
Q1 | $17K | Hold |
642
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q4 | $13K | Hold |
642
| – | – | ﹤0.01% | 1135 |
|
|
2020
Q3 | $12K | Hold |
642
| – | – | ﹤0.01% | 977 |
|
|
2020
Q2 | $12K | Buy |
+642
| New | +$12K | ﹤0.01% | 916 |
|