Valeo Financial Advisors’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,236
| Closed | -$86K | – | 1247 |
|
|
2021
Q1 | $86K | Buy |
3,236
+2,326
| +256% | +$61.8K | ﹤0.01% | 644 |
|
|
2020
Q4 | $18K | Hold |
910
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q3 | $17K | Hold |
910
| – | – | ﹤0.01% | 920 |
|
|
2020
Q2 | $17K | Hold |
910
| – | – | ﹤0.01% | 1051 |
|
|
2020
Q1 | $14K | Hold |
910
| – | – | ﹤0.01% | 943 |
|
|
2019
Q4 | $21K | Hold |
910
| – | – | ﹤0.01% | 904 |
|
|
2019
Q3 | $21K | Hold |
910
| – | – | ﹤0.01% | 824 |
|
|
2019
Q2 | $21K | Hold |
910
| – | – | ﹤0.01% | 827 |
|
|
2019
Q1 | $18K | Hold |
910
| – | – | ﹤0.01% | 815 |
|
|
2018
Q4 | $16K | Hold |
910
| – | – | ﹤0.01% | 766 |
|
|
2018
Q3 | $17K | Hold |
910
| – | – | ﹤0.01% | 814 |
|
|
2018
Q2 | $20K | Hold |
910
| – | – | ﹤0.01% | 761 |
|
|
2018
Q1 | $16K | Hold |
910
| – | – | ﹤0.01% | 787 |
|
|
2017
Q4 | $17K | Hold |
910
| – | – | ﹤0.01% | 709 |
|
|
2017
Q3 | $16K | Buy |
+910
| New | +$16K | ﹤0.01% | 595 |
|