Glassman Wealth Services’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-138
| Closed | -$4.21K | – | 1260 |
|
|
2023
Q4 | $4.21K | Sell |
138
-14
| -9% | -$427 | ﹤0.01% | 1128 |
|
|
2023
Q3 | $4.81K | Buy |
152
+46
| +43% | +$1.45K | ﹤0.01% | 1081 |
|
|
2023
Q2 | $4.32K | Sell |
106
-9
| -8% | -$367 | ﹤0.01% | 1040 |
|
|
2023
Q1 | $4.29K | Sell |
115
-61
| -35% | -$2.27K | ﹤0.01% | 1044 |
|
|
2022
Q4 | $6.14K | Sell |
176
-51
| -22% | -$1.78K | ﹤0.01% | 968 |
|
|
2022
Q3 | $13K | Sell |
227
-13
| -5% | -$744 | ﹤0.01% | 728 |
|
|
2022
Q2 | $12K | Sell |
240
-11
| -4% | -$550 | ﹤0.01% | 757 |
|
|
2022
Q1 | $18K | Buy |
251
+70
| +39% | +$5.02K | ﹤0.01% | 679 |
|
|
2021
Q4 | $21K | Sell |
181
-79
| -30% | -$9.17K | ﹤0.01% | 599 |
|
|
2021
Q3 | $35K | Buy |
260
+84
| +48% | +$11.3K | 0.01% | 436 |
|
|
2021
Q2 | $28K | Buy |
176
+4
| +2% | +$636 | 0.01% | 476 |
|
|
2021
Q1 | $14K | Buy |
172
+2
| +1% | +$163 | ﹤0.01% | 635 |
|
|
2020
Q4 | $9K | Buy |
+170
| New | +$9K | ﹤0.01% | 748 |
|