Berman Capital Advisors’s New Relic, Inc. NEWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Buy |
20
+12
| +150% | +$600 | ﹤0.01% | 2016 |
|
|
2021
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2095 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$65K | – | 1961 |
|
|
2020
Q4 | $65K | Buy |
+1,000
| New | +$65K | 0.02% | 342 |
|
|
2020
Q1 | – | Sell |
-56
| Closed | -$3K | – | 1729 |
|
|
2019
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q3 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 1120 |
|
|
2019
Q2 | – | Sell |
-33
| Closed | -$3K | – | 1616 |
|
|
2019
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 1043 |
|