Creative Planning’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 |
-3,911
| Closed | -$335K | – | 3054 |
|
|
2023
Q3 | $335K | Sell |
3,911
-41
| -1% | -$3.51K | ﹤0.01% | 1838 |
|
|
2023
Q2 | $259K | Sell |
3,952
-276
| -7% | -$18.1K | ﹤0.01% | 2016 |
|
|
2023
Q1 | $318K | Sell |
4,228
-1,912
| -31% | -$144K | ﹤0.01% | 1765 |
|
|
2022
Q4 | $347K | Sell |
6,140
-228
| -4% | -$12.9K | ﹤0.01% | 1626 |
|
|
2022
Q3 | $365K | Sell |
6,368
-822
| -11% | -$47.1K | ﹤0.01% | 1518 |
|
|
2022
Q2 | $360K | Sell |
7,190
-417
| -5% | -$20.9K | ﹤0.01% | 1489 |
|
|
2022
Q1 | $509K | Buy |
7,607
+2,967
| +64% | +$199K | ﹤0.01% | 1311 |
|
|
2021
Q4 | $510K | Sell |
4,640
-185
| -4% | -$20.3K | ﹤0.01% | 1288 |
|
|
2021
Q3 | $346K | Buy |
+4,825
| New | +$346K | ﹤0.01% | 1508 |
|