Creative Planning
NEWR

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

Creative Planning’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
Q1 		– Sell
-1,100
Closed -$2.64K – 2809
2022
Q4 		$2.64K Hold
1,100
– – ﹤0.01% 2417
2022
Q3 		$3K Hold
1,100
– – ﹤0.01% 2279
2022
Q2 		$9K Buy
+1,100
New +$61.1K ﹤0.01% 2201

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