Advisornet Financial’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,085
| Closed | -$71.7K | – | 2310 |
|
|
2025
Q1 | $71.7K | Hold |
10,085
| – | – | 0.01% | 819 |
|
|
2024
Q4 | $118K | Buy |
10,085
+4,950
| +96% | +$57.7K | 0.01% | 639 |
|
|
2024
Q3 | $106K | Buy |
5,135
+35
| +0.7% | +$719 | 0.01% | 687 |
|
|
2024
Q2 | $114K | Buy |
5,100
+1,980
| +63% | +$44.3K | 0.01% | 605 |
|
|
2024
Q1 | $85.8K | Buy |
3,120
+1,116
| +56% | +$30.7K | 0.01% | 671 |
|
|
2023
Q4 | $61.1K | Buy |
2,004
+4
| +0.2% | +$122 | 0.01% | 757 |
|
|
2023
Q3 | $63.2K | Hold |
2,000
| – | – | 0.01% | 725 |
|
|
2023
Q2 | $81.6K | Hold |
2,000
| – | – | 0.01% | 686 |
|
|
2023
Q1 | $74.5K | Hold |
2,000
| – | – | 0.01% | 694 |
|
|
2022
Q4 | $69.8K | Hold |
2,000
| – | – | 0.01% | 713 |
|
|
2022
Q3 | $112K | Hold |
2,000
| – | – | 0.01% | 624 |
|
|
2022
Q2 | $104K | Hold |
2,000
| – | – | 0.01% | 648 |
|
|
2022
Q1 | $145K | Hold |
2,000
| – | – | 0.01% | 635 |
|
|
2021
Q4 | $236K | Hold |
2,000
| – | – | 0.01% | 563 |
|
|
2021
Q3 | $268K | Hold |
2,000
| – | – | 0.02% | 491 |
|
|
2021
Q2 | $324K | Hold |
2,000
| – | – | 0.02% | 462 |
|
|
2021
Q1 | $161K | Buy |
+2,000
| New | +$161K | 0.01% | 618 |
|