IFP Advisors’s New Relic, Inc. NEWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-155
| Closed | -$13.5K | – | 3290 |
|
|
2023
Q4 | $13.5K | Hold |
155
| – | – | ﹤0.01% | 2077 |
|
|
2023
Q3 | $13.3K | Sell |
155
-8,096
| -98% | -$693K | ﹤0.01% | 2143 |
|
|
2023
Q2 | $540K | Buy |
8,251
+8,205
| +17,837% | +$537K | 0.02% | 622 |
|
|
2023
Q1 | $4.78K | Sell |
46
-237
| -84% | -$24.6K | ﹤0.01% | 2584 |
|
|
2022
Q4 | $30K | Buy |
283
+36
| +15% | +$3.82K | ﹤0.01% | 2606 |
|
|
2022
Q3 | $26K | Sell |
247
-8
| -3% | -$842 | ﹤0.01% | 2883 |
|
|
2022
Q2 | $27K | Hold |
255
| – | – | ﹤0.01% | 2623 |
|
|
2022
Q1 | $27K | Buy |
255
+227
| +811% | +$24K | ﹤0.01% | 2623 |
|
|
2021
Q4 | $3K | Buy |
28
+10
| +56% | +$1.07K | ﹤0.01% | 2666 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 3122 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2943 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 2875 |
|
|
2020
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 2818 |
|
|
2020
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2717 |
|
|
2020
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2620 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3810 |
|
|
2019
Q4 | – | Sell |
-837
| Closed | -$50K | – | 3757 |
|
|
2019
Q3 | $50K | Buy |
+837
| New | +$50K | ﹤0.01% | 1372 |
|
|
2019
Q1 | – | Sell |
-720
| Closed | -$58K | – | 3562 |
|
|
2018
Q4 | $58K | Buy |
720
+661
| +1,120% | +$53.2K | ﹤0.01% | 1512 |
|
|
2018
Q3 | $6K | Sell |
59
-1,724
| -97% | -$175K | ﹤0.01% | 3119 |
|
|
2018
Q2 | $179K | Buy |
+1,783
| New | +$179K | 0.01% | 1116 |
|
|
2017
Q4 | – | Sell |
-70
| Closed | -$3K | – | 4113 |
|
|
2017
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 3621 |
|
|
2017
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 3619 |
|
|
2017
Q1 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 3540 |
|