EverSource Wealth Advisors’s Intellia Therapeutics NTLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33K | Buy |
462
+57
| +14% | +$535 | ﹤0.01% | 3212 |
|
|
2025
Q1 | $2.88K | Buy |
405
+135
| +50% | +$960 | ﹤0.01% | 2745 |
|
|
2024
Q4 | $3.15K | Sell |
270
-1,477
| -85% | -$17.2K | ﹤0.01% | 2539 |
|
|
2024
Q3 | $35.9K | Sell |
1,747
-6
| -0.3% | -$123 | ﹤0.01% | 1208 |
|
|
2024
Q2 | $45.9K | Buy |
1,753
+1,550
| +764% | +$40.6K | ﹤0.01% | 1126 |
|
|
2024
Q1 | $4.34K | Buy |
203
+1
| +0.5% | +$21 | ﹤0.01% | 2108 |
|
|
2023
Q4 | $6.16K | Buy |
202
+40
| +25% | +$1.22K | ﹤0.01% | 1772 |
|
|
2023
Q3 | $5.12K | Buy |
162
+96
| +145% | +$3.04K | ﹤0.01% | 1704 |
|
|
2023
Q2 | $2.69K | Buy |
+66
| New | +$2.69K | ﹤0.01% | 1947 |
|
|
2022
Q2 | – | Sell |
-44
| Closed | -$3K | – | 1836 |
|
|
2022
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 1434 |
|
|
2021
Q4 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 1269 |
|