Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-316
| Closed | -$21K | – | 1063 |
|
|
2020
Q4 | $21K | Buy |
+316
| New | +$21K | ﹤0.01% | 1024 |
|
|
2018
Q2 | – | Sell |
-316
| Closed | -$23K | – | 636 |
|
|
2018
Q1 | $23K | Hold |
316
| – | – | 0.01% | 421 |
|
|
2017
Q4 | $18K | Hold |
316
| – | – | 0.01% | 426 |
|
|
2017
Q3 | $16K | Hold |
316
| – | – | 0.01% | 471 |
|
|
2017
Q2 | $14K | Hold |
316
| – | – | ﹤0.01% | 476 |
|
|
2017
Q1 | $12K | Hold |
316
| – | – | ﹤0.01% | 515 |
|
|
2016
Q4 | $12K | Hold |
316
| – | – | ﹤0.01% | 545 |
|
|
2016
Q3 | $12K | Hold |
316
| – | – | ﹤0.01% | 465 |
|
|
2016
Q2 | $9K | Hold |
316
| – | – | ﹤0.01% | 378 |
|
|
2016
Q1 | $8K | Buy |
+316
| New | +$8K | ﹤0.01% | 244 |
|