Iron Horse Wealth Management’s New Relic, Inc. NEWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,175
| Closed | -$101K | – | 525 |
|
|
2023
Q3 | $101K | Hold |
1,175
| – | – | 0.05% | 54 |
|
|
2023
Q2 | $76.9K | Hold |
1,175
| – | – | 0.04% | 63 |
|
|
2023
Q1 | $88.5K | Hold |
1,175
| – | – | 0.04% | 59 |
|
|
2022
Q4 | $66K | Buy |
+1,175
| New | +$66.5K | 0.04% | 68 |
|
|
2022
Q3 | – | Sell |
-1,175
| Closed | -$59K | – | 310 |
|
|
2022
Q2 | $59K | Hold |
1,175
| – | – | 0.03% | 65 |
|
|
2022
Q1 | $79K | Hold |
1,175
| – | – | 0.04% | 62 |
|
|
2021
Q4 | $129K | Hold |
1,175
| – | – | 0.07% | 50 |
|
|
2021
Q3 | $84K | Hold |
1,175
| – | – | 0.05% | 56 |
|
|
2021
Q2 | $79K | Hold |
1,175
| – | – | 0.05% | 56 |
|
|
2021
Q1 | $72K | Sell |
1,175
-300
| -20% | -$19.9K | 0.05% | 56 |
|
|
2020
Q4 | $96K | Buy |
+1,475
| New | +$90.9K | 0.08% | 52 |
|