Berman Capital Advisors’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $48K | Buy |
358
+63
| +21% | +$8.45K | 0.01% | 692 |
|
|
2021
Q2 | $47K | Buy |
295
+37
| +14% | +$5.9K | 0.01% | 614 |
|
|
2021
Q1 | $20K | Buy |
258
+172
| +200% | +$13.3K | ﹤0.01% | 796 |
|
|
2020
Q4 | $4K | Hold |
86
| – | – | ﹤0.01% | 1230 |
|
|
2020
Q3 | $1K | Hold |
86
| – | – | ﹤0.01% | 1482 |
|
|
2020
Q2 | $1K | Hold |
86
| – | – | ﹤0.01% | 1468 |
|
|
2020
Q1 | $1K | Hold |
86
| – | – | ﹤0.01% | 1335 |
|
|
2019
Q4 | $1K | Buy |
86
+13
| +18% | +$151 | ﹤0.01% | 1360 |
|
|
2019
Q3 | $0 | Hold |
73
| – | – | ﹤0.01% | 1539 |
|
|
2019
Q2 | $1K | Hold |
73
| – | – | ﹤0.01% | 1357 |
|
|
2019
Q1 | $1K | Buy |
+73
| New | +$1K | ﹤0.01% | 1242 |
|