PSI Advisors’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-550
| Closed | -$6.05K | – | 894 |
|
|
2024
Q1 | $6.05K | Hold |
550
| – | – | ﹤0.01% | 561 |
|
|
2023
Q4 | $7.59K | Hold |
550
| – | – | ﹤0.01% | 554 |
|
|
2023
Q3 | $8.11K | Hold |
550
| – | – | ﹤0.01% | 525 |
|
|
2023
Q2 | $8.75K | Hold |
550
| – | – | ﹤0.01% | 509 |
|
|
2023
Q1 | $7.04K | Hold |
550
| – | – | ﹤0.01% | 490 |
|
|
2022
Q4 | $8.94K | Hold |
550
| – | – | ﹤0.01% | 444 |
|
|
2022
Q3 | $9K | Hold |
550
| – | – | ﹤0.01% | 444 |
|
|
2022
Q2 | $10K | Hold |
550
| – | – | ﹤0.01% | 463 |
|
|
2022
Q1 | $15K | Buy |
550
+300
| +120% | +$8.18K | 0.01% | 409 |
|
|
2021
Q4 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 549 |
|
|
2020
Q1 | – | Sell |
-250
| Closed | -$5K | – | 412 |
|
|
2019
Q4 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 550 |
|