VWM
NEWR

Venturi Wealth Management’s New Relic, Inc. NEWR Stock Holding History

Venturi Wealth Management’s Portfolio NEWR Stock Details NEWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-102
Closed -$8.73K – 1454
2023
Q3 		$8.73K Buy
102
+70
+219% +$5.64K ﹤0.01% 831
2023
Q2 		$2.1K Sell
32
-8
-20% -$577 ﹤0.01% 915
2023
Q1 		$3.01K Buy
+40
New +$2.7K ﹤0.01% 929

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