Bartlett & Co Wealth Management’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 |
-348
| Closed | -$29.8K | – | 1281 |
|
|
2023
Q3 | $29.8K | Buy |
348
+40
| +13% | +$3.43K | ﹤0.01% | 740 |
|
|
2023
Q2 | $20.2K | Buy |
308
+42
| +16% | +$2.75K | ﹤0.01% | 822 |
|
|
2023
Q1 | $20K | Sell |
266
-562
| -68% | -$42.3K | ﹤0.01% | 713 |
|
|
2022
Q4 | $46.7K | Buy |
828
+68
| +9% | +$3.84K | ﹤0.01% | 590 |
|
|
2022
Q3 | $43.6K | Buy |
760
+92
| +14% | +$5.28K | ﹤0.01% | 582 |
|
|
2022
Q2 | $33.4K | Buy |
668
+48
| +8% | +$2.4K | ﹤0.01% | 648 |
|
|
2022
Q1 | $41.5K | Buy |
+620
| New | +$41.5K | ﹤0.01% | 617 |
|
|
2021
Q4 | – | Sell |
-554
| Closed | -$39.8K | – | 929 |
|
|
2021
Q3 | $39.8K | Buy |
554
+102
| +23% | +$7.32K | ﹤0.01% | 543 |
|
|
2021
Q2 | $30.3K | Buy |
452
+98
| +28% | +$6.56K | ﹤0.01% | 585 |
|
|
2021
Q1 | $21.8K | Sell |
354
-69
| -16% | -$4.24K | ﹤0.01% | 654 |
|
|
2020
Q4 | $27.7K | Buy |
423
+136
| +47% | +$8.89K | ﹤0.01% | 625 |
|
|
2020
Q3 | $16.2K | Buy |
287
+66
| +30% | +$3.72K | ﹤0.01% | 636 |
|
|
2020
Q2 | $15.2K | Buy |
221
+68
| +44% | +$4.69K | ﹤0.01% | 641 |
|
|
2020
Q1 | $7.08K | Sell |
153
-126
| -45% | -$5.83K | ﹤0.01% | 694 |
|
|
2019
Q4 | $18.3K | Buy |
+279
| New | +$18.3K | ﹤0.01% | 664 |
|