Sheets Smith 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-4,895
| Closed | -$483K | – | 337 |
|
2019
Q1 | $483K | Buy |
+4,895
| New | +$483K | 0.1% | 205 |
|
2018
Q4 | – | Sell |
-4,818
| Closed | -$454K | – | 330 |
|
2018
Q3 | $454K | Buy |
4,818
+50
| +1% | +$4.71K | 0.09% | 230 |
|
2018
Q2 | $480K | Buy |
4,768
+47
| +1% | +$4.73K | 0.11% | 200 |
|
2018
Q1 | $350K | Buy |
+4,721
| New | +$350K | 0.08% | 234 |
|