Aevitas Wealth Management’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,850
| Closed | -$219K | – | 123 |
|
|
2021
Q4 | $219K | Sell |
1,850
-1,500
| -45% | -$178K | 0.13% | 115 |
|
|
2021
Q3 | $449K | Sell |
3,350
-400
| -11% | -$53.6K | 0.29% | 85 |
|
|
2021
Q2 | $607K | Hold |
3,750
| – | – | 0.39% | 67 |
|
|
2021
Q1 | $301K | Hold |
3,750
| – | – | 0.21% | 93 |
|
|
2020
Q4 | $204K | Buy |
+3,750
| New | +$204K | 0.15% | 113 |
|
|
2019
Q2 | – | Sell |
-700
| Closed | -$11K | – | 253 |
|
|
2019
Q1 | $11K | Hold |
700
| – | – | 0.01% | 296 |
|
|
2018
Q4 | $10K | Hold |
700
| – | – | 0.01% | 300 |
|
|
2018
Q3 | $20K | Hold |
700
| – | – | 0.02% | 288 |
|
|
2018
Q2 | $19K | Hold |
700
| – | – | 0.02% | 281 |
|
|
2018
Q1 | $15K | Hold |
700
| – | – | 0.02% | 287 |
|
|
2017
Q4 | $13K | Buy |
+700
| New | +$13K | 0.01% | 298 |
|