SVB Wealth’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,607
| Closed | -$377K | – | 906 |
|
|
2021
Q3 | $377K | Buy |
13,607
+2,550
| +23% | +$70.7K | ﹤0.01% | 693 |
|
|
2021
Q2 | $387K | Sell |
11,057
-18,183
| -62% | -$636K | ﹤0.01% | 662 |
|
|
2021
Q1 | $781K | Buy |
29,240
+12,883
| +79% | +$344K | 0.01% | 405 |
|
|
2020
Q4 | $322K | Buy |
+16,357
| New | +$322K | ﹤0.01% | 599 |
|