Steward Partners Investment Advisory, LLC Newtek Business Services Corp. Transaction History

Steward Partners Investment Advisory, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$10.75 - $14.02 $1,075 - $1,402	-100 Reduced 33.33%	200 $2,000
Q1 2024 May 15, 2024	SELL	$10.17 - $13.76 $1,525 - $2,064	-150 Reduced 33.33%	300 $3,000
Q4 2023 Feb 12, 2024	BUY	$12.99 - $15.64 $649 - $782	50 Added 12.5%	450 $6,000
Q3 2023 Nov 13, 2023	BUY	$14.04 - $19.24 $5,616 - $7,695	400 New	400 $5,000
Q4 2021 Feb 08, 2022	SELL	$26.39 - $32.27 $475 - $580	-18 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$25.13 - $36.27 $25 - $36	1 Added 5.88%	18 $0
Q2 2021 Aug 13, 2021	SELL	$26.51 - $38.7 $30,698 - $44,814	-1,158 Reduced 98.55%	17 $1,000
Q1 2021 May 14, 2021	BUY	$18.99 - $28.4 $22,313 - $33,370	1,175 New	1,175 $31,000
Q3 2017 Nov 22, 2017	SELL	$16.4 - $18.09 $174,856 - $192,875	-10,662 Closed	0 $0
Q2 2017 Nov 22, 2017	BUY	N/A	10,662	10,662 $173,000

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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