Cyndeo Wealth Partners’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 | $101K | Buy |
+10,715
| New | +$101K | 0.01% | 458 |
|
|
2024
Q2 | – | Sell |
-8,224
| Closed | -$226K | – | 412 |
|
|
2024
Q1 | $226K | Sell |
8,224
-12
| -0.1% | -$330 | 0.02% | 359 |
|
|
2023
Q4 | $251K | Buy |
8,236
+1,000
| +14% | +$30.5K | 0.02% | 325 |
|
|
2023
Q3 | $229K | Buy |
7,236
+396
| +6% | +$12.5K | 0.02% | 308 |
|
|
2023
Q2 | $279K | Buy |
6,840
+1,338
| +24% | +$54.6K | 0.03% | 275 |
|
|
2023
Q1 | $205K | Buy |
+5,502
| New | +$205K | 0.02% | 308 |
|