Ridgewood Investments’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Hold |
52,485
| – | – | 0.26% | 102 |
|
|
2025
Q1 | $628K | Hold |
52,485
| – | – | 0.29% | 96 |
|
|
2024
Q4 | $670K | Hold |
52,485
| – | – | 0.32% | 92 |
|
|
2024
Q3 | $654K | Hold |
52,485
| – | – | 0.33% | 89 |
|
|
2024
Q2 | $660K | Hold |
52,485
| – | – | 0.33% | 91 |
|
|
2024
Q1 | $577K | Buy |
52,485
+7,000
| +15% | +$77K | 0.31% | 104 |
|
|
2023
Q4 | $628K | Buy |
45,485
+700
| +2% | +$9.66K | 0.37% | 96 |
|
|
2023
Q3 | $661K | Buy |
44,785
+700
| +2% | +$10.3K | 0.43% | 77 |
|
|
2023
Q2 | $701K | Buy |
44,085
+17,000
| +63% | +$270K | 0.4% | 73 |
|
|
2023
Q1 | $347K | Buy |
+27,085
| New | +$347K | 0.21% | 126 |
|