Rockbridge Investment Management, Lcc Newtek Business Services Corp. Transaction History

Rockbridge Investment Management, Lcc

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$26.39 - $32.27 $2,718 - $3,323	-103 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$25.13 - $36.27 $10,856 - $15,668	-432 Reduced 80.75%	103 $2,000
Q2 2021 Aug 05, 2021	BUY	$26.51 - $38.7 $265 - $387	10 Added 1.9%	535 $19,000
Q1 2021 May 20, 2021	BUY	$18.99 - $28.4 $9,969 - $14,910	525 New	525 $14,000

111

8.92M

48.5K

37.9K

Ticker NEWT
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 24,355,600
Market Cap $316M
Description
Newtek Business Services Corp. is a business development company specializing in providing financial and business services to the small-and medium-sized business market in the United States. The firm also seeks to invest in early stage businesses. The firm seeks to makes both debt and equity investments. Under debt investments, it focuses on fir...

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