Steward Partners Investment Advisory’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-200
| Closed | -$2.51K | – | 3819 |
|
|
2024
Q2 | $2.51K | Sell |
200
-100
| -33% | -$1.26K | ﹤0.01% | 3239 |
|
|
2024
Q1 | $3.3K | Sell |
300
-150
| -33% | -$1.65K | ﹤0.01% | 3164 |
|
|
2023
Q4 | $6.21K | Buy |
450
+50
| +13% | +$690 | ﹤0.01% | 2884 |
|
|
2023
Q3 | $5.9K | Buy |
+400
| New | +$5.9K | ﹤0.01% | 2778 |
|
|
2021
Q4 | – | Sell |
-18
| Closed | – | – | 3271 |
|
|
2021
Q3 | $0 | Buy |
18
+1
| +6% | – | ﹤0.01% | 3272 |
|
|
2021
Q2 | $1K | Sell |
17
-1,158
| -99% | -$68.1K | ﹤0.01% | 6972 |
|
|
2021
Q1 | $31.4K | Buy |
+1,175
| New | +$31.4K | ﹤0.01% | 2237 |
|
|
2017
Q3 | – | Sell |
-10,662
| Closed | -$173K | – | 1727 |
|
|
2017
Q2 | $173K | Buy |
+10,662
| New | +$173K | 0.02% | 425 |
|