CFD
NEWR

Creative Financial Designs’s New Relic, Inc. NEWR Stock Holding History

Creative Financial Designs’s Portfolio NEWR Stock Details NEWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9
Closed -$771 – 1650
2023
Q3 		$771 Hold
9
– – ﹤0.01% 1414
2023
Q2 		$589 Buy
+9
New +$649 ﹤0.01% 1411
2021
Q4 		– Sell
-150
Closed -$11K – 1482
2021
Q3 		$11K Hold
150
– – ﹤0.01% 1005
2021
Q2 		$10K Hold
150
– – ﹤0.01% 1033
2021
Q1 		$9K Hold
150
– – ﹤0.01% 966
2020
Q4 		$10K Hold
150
– – ﹤0.01% 877
2020
Q3 		$8K Hold
150
– – ﹤0.01% 858
2020
Q2 		$10K Buy
+150
New +$8.96K ﹤0.01% 758

Other funds holding NEWR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return