Summit Securities Group’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,992
| Closed | -$27K | – | 584 |
|
|
2023
Q4 | $27K | Buy |
+1,992
| New | +$27K | ﹤0.01% | 265 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$8K | – | 869 |
|
|
2022
Q1 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 641 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 436 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 426 |
|