Creative Planning’s Natera NTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
11,146
+2,521
| +29% | +$426K | ﹤0.01% | 1366 |
|
|
2025
Q1 | $1.22M | Buy |
8,625
+991
| +13% | +$140K | ﹤0.01% | 1550 |
|
|
2024
Q4 | $1.21M | Buy |
7,634
+1,801
| +31% | +$285K | ﹤0.01% | 1493 |
|
|
2024
Q3 | $740K | Buy |
5,833
+904
| +18% | +$115K | ﹤0.01% | 1768 |
|
|
2024
Q2 | $534K | Buy |
4,929
+1,087
| +28% | +$118K | ﹤0.01% | 1882 |
|
|
2024
Q1 | $351K | Buy |
3,842
+609
| +19% | +$55.7K | ﹤0.01% | 2105 |
|
|
2023
Q4 | $203K | Buy |
3,233
+3,142
| +3,453% | +$197K | ﹤0.01% | 2417 |
|
|
2023
Q3 | $4.03K | Buy |
+91
| New | +$4.03K | ﹤0.01% | 2698 |
|
|
2022
Q2 | – | Sell |
-91
| Closed | -$4K | – | 2344 |
|
|
2022
Q1 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 2212 |
|
|
2021
Q1 | – | Sell |
-4,474
| Closed | -$445K | – | 2380 |
|
|
2020
Q4 | $445K | Sell |
4,474
-2,855
| -39% | -$284K | ﹤0.01% | 1363 |
|
|
2020
Q3 | $529K | Buy |
7,329
+2,184
| +42% | +$158K | ﹤0.01% | 1094 |
|
|
2020
Q2 | $257K | Buy |
+5,145
| New | +$257K | ﹤0.01% | 1381 |
|