Avitas 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 |
-8,391
| Closed | -$992K | – | 209 |
|
|
2021
Q4 | $992K | Buy |
8,391
+448
| +6% | +$53K | 0.17% | 127 |
|
|
2021
Q3 | $1.07M | Sell |
7,943
-8
| -0.1% | -$1.07K | 0.19% | 126 |
|
|
2021
Q2 | $1.29M | Sell |
7,951
-2,641
| -25% | -$427K | 0.23% | 125 |
|
|
2021
Q1 | $850K | Sell |
10,592
-7,535
| -42% | -$605K | 0.17% | 148 |
|
|
2020
Q4 | $986K | Buy |
+18,127
| New | +$986K | 0.2% | 141 |
|