Diversified Trust’s Natera NTRA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,387
| Closed | -$220K | – | 999 |
|
2024
Q4 | $220K | Buy |
+1,387
| New | +$220K | 0.01% | 830 |
|
2021
Q2 | – | Sell |
-3,195
| Closed | -$324K | – | 856 |
|
2021
Q1 | $324K | Buy |
+3,195
| New | +$324K | 0.01% | 512 |
|
2016
Q3 | – | Sell |
-17,783
| Closed | -$215K | – | 335 |
|
2016
Q2 | $215K | Sell |
17,783
-17,500
| -50% | -$212K | 0.02% | 351 |
|
2016
Q1 | $336K | Buy |
+35,283
| New | +$336K | 0.04% | 289 |
|