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True Wealth Design’s NewtekOne NEWT Stock Holding History

True Wealth Design’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$779 Buy
69
+46
+200% +$519 ﹤0.01% 1569
2025
Q1 		$276 Buy
+23
New +$276 ﹤0.01% 1813