Glassman Wealth Services’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
-4
Closed -$342 2108
2023
Q3
$342 Hold
4
﹤0.01% 1807
2023
Q2
$262 Hold
4
﹤0.01% 1763
2023
Q1
$301 Hold
4
﹤0.01% 1711
2022
Q4
$226 Hold
4
﹤0.01% 1766
2022
Q3
$0 Hold
4
﹤0.01% 2076
2022
Q2
$0 Sell
4
-9
-69% ﹤0.01% 2098
2022
Q1
$1K Buy
13
+1
+8% +$77 ﹤0.01% 1586
2021
Q4
$1K Buy
+12
New +$1K ﹤0.01% 1578
2021
Q2
Sell
-10
Closed -$1K 1715
2021
Q1
$1K Buy
+10
New +$1K ﹤0.01% 1353