Vishria Bird Financial 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
Q4 | – | Sell |
-6,643
| Closed | -$569K | – | 61 |
|
|
2023
Q3 | $569K | Hold |
6,643
| – | – | 0.32% | 33 |
|
|
2023
Q2 | $435K | Sell |
6,643
-9,624
| -59% | -$630K | 0.26% | 37 |
|
|
2023
Q1 | $1.23M | Hold |
16,267
| – | – | 0.78% | 23 |
|
|
2022
Q4 | $918K | Hold |
16,267
| – | – | 0.64% | 25 |
|
|
2022
Q3 | $933K | Hold |
16,267
| – | – | 0.63% | 26 |
|
|
2022
Q2 | $814K | Hold |
16,267
| – | – | 0.54% | 27 |
|
|
2022
Q1 | $1.09M | Hold |
16,267
| – | – | 0.6% | 23 |
|
|
2021
Q4 | $1.79M | Buy |
+16,267
| New | +$1.79M | 0.83% | 23 |
|