SEI Investments’s NewStar Financial, Inc. NEWS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-1,433
| Closed | -$17K | – | 3685 |
|
2017
Q3 | $17K | Buy |
1,433
+134
| +10% | +$1.59K | ﹤0.01% | 2548 |
|
2017
Q2 | $14K | Buy |
1,299
+393
| +43% | +$4.24K | ﹤0.01% | 2526 |
|
2017
Q1 | $10K | Buy |
+906
| New | +$10K | ﹤0.01% | 2468 |
|
2015
Q4 | – | Sell |
-56
| Closed | – | – | 2918 |
|
2015
Q3 | $0 | Hold |
56
| – | – | ﹤0.01% | 2717 |
|
2015
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 2248 |
|
2015
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 2235 |
|
2014
Q4 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 2190 |
|