Arete Wealth Advisors’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 | $142K | Buy |
15,168
+2,656
| +21% | +$24.9K | 0.01% | 699 |
|
|
2025
Q1 | $89K | Buy |
12,512
+2,240
| +22% | +$15.9K | 0.01% | 694 |
|
|
2024
Q4 | $121K | Buy |
+10,272
| New | +$121K | 0.01% | 719 |
|
|
2024
Q1 | – | Sell |
-7,220
| Closed | -$220K | – | 616 |
|
|
2023
Q4 | $220K | Buy |
7,220
+182
| +3% | +$5.55K | 0.02% | 647 |
|
|
2023
Q3 | $223K | Buy |
+7,038
| New | +$223K | 0.04% | 410 |
|
|
2022
Q2 | – | Sell |
-2,874
| Closed | -$209K | – | 527 |
|
|
2022
Q1 | $209K | Sell |
2,874
-73
| -2% | -$5.31K | 0.02% | 470 |
|
|
2021
Q4 | $348K | Buy |
+2,947
| New | +$348K | 0.03% | 358 |
|