Buckley 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
Q4 | – | Sell |
-4,000
| Closed | -$224K | – | 113 |
|
|
2022
Q3 | $224K | Hold |
4,000
| – | – | 0.08% | 105 |
|
|
2022
Q2 | $207K | Hold |
4,000
| – | – | 0.07% | 136 |
|
|
2022
Q1 | $291K | Hold |
4,000
| – | – | 0.08% | 123 |
|
|
2021
Q4 | $473K | Hold |
4,000
| – | – | 0.14% | 99 |
|
|
2021
Q3 | $537K | Hold |
4,000
| – | – | 0.17% | 88 |
|
|
2021
Q2 | $648K | Hold |
4,000
| – | – | 0.22% | 78 |
|
|
2021
Q1 | $321K | Hold |
4,000
| – | – | 0.12% | 103 |
|
|
2020
Q4 | $218K | Buy |
+4,000
| New | +$218K | 0.09% | 114 |
|