Ancora Microcap Fund NEWT Holdings History

Number of Shares
46,072.00
Current Holdings Value*
$551,020.00
% of Portfolio
3.23%
Total Estimate Gain
$-124,333.11
% of Total Estimate Gain
-17.72%

Ancora Microcap Fund's NewtekOne Inc Holding Summary

As of 2025-03-31, ANCORA TRUST held 46,072.00 shares of NewtekOne Inc(NEWT), totaling $551,020.00. This investment constitutes 3.23% of their stock portfolio, and ANCORA TRUST now holds 0.17% of the outstanding NewtekOne Inc(NEWT) stock.

The initial trade took place in 2020Q1. And since then Ancora Microcap Fund has made 8 purchases of NEWT, at an average price of $14.66, for a total of 47,863.00 shares. In addition, there have been 3 sales at an average price of $28.28 for 1,791.00 shares. Based on historical transaction data and NEWT's current price of $11.43, Ancora Microcap Fund's estimated gain on his NEWT holdings is $-124,333.11, reflecting a -17.72% gain to date.

Ancora Microcap Fund NEWT ($11.43) Holding Chart

Ancora Microcap Fund NEWT ($11.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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