Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-330
| Closed | -$16K | – | 2642 |
|
|
2020
Q1 | $16K | Hold |
330
| – | – | ﹤0.01% | 1617 |
|
|
2019
Q4 | $22K | Sell |
330
-1,000
| -75% | -$66.7K | ﹤0.01% | 1644 |
|
|
2019
Q3 | $81K | Buy |
1,330
+330
| +33% | +$20.1K | ﹤0.01% | 975 |
|
|
2019
Q2 | $86K | Hold |
1,000
| – | – | 0.01% | 960 |
|
|
2019
Q1 | $98K | Sell |
1,000
-100
| -9% | -$9.8K | 0.01% | 874 |
|
|
2018
Q4 | $88K | Buy |
1,100
+100
| +10% | +$8K | 0.01% | 880 |
|
|
2018
Q3 | $94K | Hold |
1,000
| – | – | 0.01% | 912 |
|
|
2018
Q2 | $100K | Sell |
1,000
-375
| -27% | -$37.5K | 0.01% | 787 |
|
|
2018
Q1 | $101K | Buy |
1,375
+375
| +38% | +$27.5K | 0.01% | 753 |
|
|
2017
Q4 | $57K | Hold |
1,000
| – | – | 0.01% | 947 |
|
|
2017
Q3 | $49K | Hold |
1,000
| – | – | ﹤0.01% | 959 |
|
|
2017
Q2 | $43K | Buy |
+1,000
| New | +$43K | ﹤0.01% | 989 |
|