Summit Securities Group’s New Relic, Inc. NEWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,087
| Closed | -$1.25M | – | 925 |
|
|
2023
Q2 | $1.25M | Buy |
+19,087
| New | +$1.25M | 0.16% | 34 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1176 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1185 |
|
|
2022
Q3 | – | Sell |
-455
| Closed | -$23K | – | 983 |
|
|
2022
Q2 | $23K | Buy |
+455
| New | +$23K | ﹤0.01% | 554 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 971 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 559 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 522 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 521 |
|