Valeo Financial Advisors’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
Q2 | – | Sell |
-96
| Closed | -$6K | – | 1862 |
|
|
2021
Q1 | $6K | Sell |
96
-24
| -20% | -$1.5K | ﹤0.01% | 1446 |
|
|
2020
Q4 | $8K | Hold |
120
| – | – | ﹤0.01% | 1239 |
|
|
2020
Q3 | $7K | Sell |
120
-119
| -50% | -$6.94K | ﹤0.01% | 1145 |
|
|
2020
Q2 | $16K | Sell |
239
-53
| -18% | -$3.55K | ﹤0.01% | 1078 |
|
|
2020
Q1 | $15K | Buy |
292
+31
| +12% | +$1.59K | ﹤0.01% | 934 |
|
|
2019
Q4 | $17K | Buy |
261
+170
| +187% | +$11.1K | ﹤0.01% | 952 |
|
|
2019
Q3 | $6K | Hold |
91
| – | – | ﹤0.01% | 1163 |
|
|
2019
Q2 | $8K | Hold |
91
| – | – | ﹤0.01% | 1094 |
|
|
2019
Q1 | $9K | Hold |
91
| – | – | ﹤0.01% | 1003 |
|
|
2018
Q4 | $7K | Hold |
91
| – | – | ﹤0.01% | 984 |
|
|
2018
Q3 | $8K | Hold |
91
| – | – | ﹤0.01% | 1052 |
|
|
2018
Q2 | $10K | Hold |
91
| – | – | ﹤0.01% | 943 |
|
|
2018
Q1 | $7K | Sell |
91
-25
| -22% | -$1.92K | ﹤0.01% | 1050 |
|
|
2017
Q4 | $7K | Buy |
116
+1
| +0.9% | +$60 | ﹤0.01% | 934 |
|
|
2017
Q3 | $6K | Buy |
+115
| New | +$6K | ﹤0.01% | 843 |
|