J.P. Morgan Private Wealth Advisors’s New Relic, Inc. NEWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $899K | Sell |
10,496
-4,492
| -30% | -$385K | ﹤0.01% | 1014 |
|
|
2023
Q2 | $981K | Buy |
14,988
+4,953
| +49% | +$324K | 0.01% | 769 |
|
|
2023
Q1 | $756K | Buy |
10,035
+5,470
| +120% | +$412K | ﹤0.01% | 1299 |
|
|
2022
Q4 | $258K | Sell |
4,565
-16,177
| -78% | -$913K | ﹤0.01% | 1713 |
|
|
2022
Q3 | $1.19M | Sell |
20,742
-198
| -0.9% | -$11.4K | ﹤0.01% | 1054 |
|
|
2022
Q2 | $1.05M | Sell |
20,940
-4,038
| -16% | -$202K | ﹤0.01% | 1129 |
|
|
2022
Q1 | $1.67M | Buy |
24,978
+4,199
| +20% | +$281K | ﹤0.01% | 973 |
|
|
2021
Q4 | $2.29M | Buy |
+20,779
| New | +$2.29M | ﹤0.01% | 855 |
|
|
2020
Q1 | – | Sell |
-6,338
| Closed | -$416K | – | 1557 |
|
|
2019
Q4 | $416K | Buy |
+6,338
| New | +$416K | ﹤0.01% | 1116 |
|
|
2019
Q3 | – | Sell |
-2,759
| Closed | -$239K | – | 1495 |
|
|
2019
Q2 | $239K | Sell |
2,759
-30
| -1% | -$2.6K | ﹤0.01% | 1234 |
|
|
2019
Q1 | $275K | Buy |
2,789
+42
| +2% | +$4.14K | ﹤0.01% | 1251 |
|
|
2018
Q4 | $222K | Sell |
2,747
-223
| -8% | -$18K | ﹤0.01% | 1296 |
|
|
2018
Q3 | $280K | Hold |
2,970
| – | – | ﹤0.01% | 1335 |
|
|
2018
Q2 | $299K | Buy |
+2,970
| New | +$299K | ﹤0.01% | 1209 |
|
|
2017
Q2 | – | Sell |
-7,192
| Closed | -$266K | – | 1368 |
|
|
2017
Q1 | $266K | Buy |
+7,192
| New | +$266K | ﹤0.01% | 1122 |
|