Heritage Wealth Advisors’s Natera NTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15
| Closed | -$1K | – | 552 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 527 |
|
|
2021
Q3 | $1.67K | Sell |
15
-300
| -95% | -$33.4K | ﹤0.01% | 504 |
|
|
2021
Q2 | $35.8K | Hold |
315
| – | – | ﹤0.01% | 353 |
|
|
2021
Q1 | $32K | Sell |
315
-540
| -63% | -$54.8K | ﹤0.01% | 374 |
|
|
2020
Q4 | $85K | Buy |
855
+135
| +19% | +$13.4K | 0.01% | 272 |
|
|
2020
Q3 | $52K | Hold |
720
| – | – | 0.01% | 263 |
|
|
2020
Q2 | $35.9K | Hold |
720
| – | – | 0.01% | 280 |
|
|
2020
Q1 | $21.5K | Buy |
720
+42
| +6% | +$1.25K | ﹤0.01% | 317 |
|
|
2019
Q4 | $22.8K | Buy |
678
+53
| +8% | +$1.79K | ﹤0.01% | 370 |
|
|
2019
Q3 | $20K | Hold |
625
| – | – | ﹤0.01% | 349 |
|
|
2019
Q2 | $17.2K | Hold |
625
| – | – | ﹤0.01% | 350 |
|
|
2019
Q1 | $12.9K | Buy |
+625
| New | +$12.9K | ﹤0.01% | 345 |
|