Foundations Investment Advisors’s Natera NTRA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,912
| Closed | -$217K | – | 604 |
|
2023
Q1 | $217K | Buy |
+3,912
| New | +$217K | 0.01% | 459 |
|
2022
Q4 | – | Sell |
-4,634
| Closed | -$203K | – | 457 |
|
2022
Q3 | $203K | Buy |
+4,634
| New | +$203K | 0.01% | 374 |
|
2022
Q1 | – | Sell |
-4,634
| Closed | -$341K | – | 362 |
|
2021
Q4 | $341K | Sell |
4,634
-262
| -5% | -$19.3K | 0.01% | 255 |
|
2021
Q3 | $544K | Buy |
4,896
+1,654
| +51% | +$184K | 0.02% | 169 |
|
2021
Q2 | $392K | Buy |
+3,242
| New | +$392K | 0.02% | 199 |
|