Allworth Financial’s New Relic, Inc. NEWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30
| Closed | -$2.57K | – | 3680 |
|
|
2023
Q3 | $2.57K | Sell |
30
-77
| -72% | -$6.59K | ﹤0.01% | 2417 |
|
|
2023
Q2 | $7K | Hold |
107
| – | – | ﹤0.01% | 1976 |
|
|
2023
Q1 | $8.06K | Hold |
107
| – | – | ﹤0.01% | 1868 |
|
|
2022
Q4 | $6.04K | Buy |
107
+5
| +5% | +$282 | ﹤0.01% | 1831 |
|
|
2022
Q3 | $6K | Hold |
102
| – | – | ﹤0.01% | 1855 |
|
|
2022
Q2 | $5K | Buy |
102
+2
| +2% | +$98 | ﹤0.01% | 1782 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1577 |
|
|
2021
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 1366 |
|
|
2021
Q3 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 1455 |
|
|
2019
Q3 | – | Sell |
-592
| Closed | -$51K | – | 1037 |
|
|
2019
Q2 | $51K | Hold |
592
| – | – | ﹤0.01% | 318 |
|
|
2019
Q1 | $58K | Hold |
592
| – | – | ﹤0.01% | 289 |
|
|
2018
Q4 | $48K | Hold |
592
| – | – | ﹤0.01% | 281 |
|
|
2018
Q3 | $56K | Hold |
592
| – | – | ﹤0.01% | 276 |
|
|
2018
Q2 | $60K | Buy |
+592
| New | +$60K | ﹤0.01% | 263 |
|