Wells Fargo’s NewStar Financial, Inc. NEWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-26,370
| Closed | -$309K | – | 6247 |
|
|
2017
Q3 | $309K | Buy |
26,370
+11,622
| +79% | +$136K | ﹤0.01% | 4516 |
|
|
2017
Q2 | $155K | Sell |
14,748
-10,019
| -40% | -$105K | ﹤0.01% | 4760 |
|
|
2017
Q1 | $262K | Buy |
24,767
+10,019
| +68% | +$106K | ﹤0.01% | 4493 |
|
|
2016
Q4 | $136K | Buy |
14,748
+7,654
| +108% | +$70.6K | ﹤0.01% | 4782 |
|
|
2016
Q3 | $69K | Hold |
7,094
| – | – | ﹤0.01% | 4915 |
|
|
2016
Q2 | $60K | Sell |
7,094
-660
| -9% | -$5.58K | ﹤0.01% | 4921 |
|
|
2016
Q1 | $65K | Buy |
7,754
+558
| +8% | +$4.68K | ﹤0.01% | 4926 |
|
|
2015
Q4 | $65K | Buy |
7,196
+3
| +0% | +$27 | ﹤0.01% | 4990 |
|
|
2015
Q3 | $59K | Sell |
7,193
-1,110
| -13% | -$9.11K | ﹤0.01% | 5001 |
|
|
2015
Q2 | $91K | Buy |
8,303
+6,855
| +473% | +$75.1K | ﹤0.01% | 4944 |
|
|
2015
Q1 | $17K | Sell |
1,448
-25
| -2% | -$294 | ﹤0.01% | 5250 |
|
|
2014
Q4 | $19K | Buy |
1,473
+9
| +0.6% | +$116 | ﹤0.01% | 5183 |
|
|
2014
Q3 | $17K | Sell |
1,464
-761
| -34% | -$8.84K | ﹤0.01% | 5225 |
|
|
2014
Q2 | $31K | Buy |
2,225
+1,991
| +851% | +$27.7K | ﹤0.01% | 5033 |
|
|
2014
Q1 | $3K | Hold |
234
| – | – | ﹤0.01% | 5473 |
|
|
2013
Q4 | $4K | Hold |
234
| – | – | ﹤0.01% | 5290 |
|
|
2013
Q3 | $4K | Hold |
234
| – | – | ﹤0.01% | 5236 |
|
|
2013
Q2 | $3K | Buy |
+234
| New | +$3K | ﹤0.01% | 5209 |
|