IFP Advisors’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-202
| Closed | -$1.44K | – | 2776 |
|
|
2025
Q1 | $1.44K | Buy |
202
+181
| +862% | +$1.29K | ﹤0.01% | 3249 |
|
|
2024
Q4 | $245 | Buy |
+21
| New | +$245 | ﹤0.01% | 3638 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$22 | – | 3403 |
|
|
2024
Q2 | $22 | Buy |
+1
| New | +$22 | ﹤0.01% | 3201 |
|
|
2023
Q3 | – | Sell |
-35
| Closed | -$1.43K | – | 3475 |
|
|
2023
Q2 | $1.43K | Buy |
+35
| New | +$1.43K | ﹤0.01% | 2979 |
|
|
2023
Q1 | – | Sell |
-228
| Closed | -$6K | – | 4086 |
|
|
2022
Q4 | $6K | Sell |
228
-50
| -18% | -$1.32K | ﹤0.01% | 3709 |
|
|
2022
Q3 | $22K | Hold |
278
| – | – | ﹤0.01% | 3005 |
|
|
2022
Q2 | $22K | Hold |
278
| – | – | ﹤0.01% | 2763 |
|
|
2022
Q1 | $22K | Buy |
278
+257
| +1,224% | +$20.3K | ﹤0.01% | 2763 |
|
|
2021
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 2631 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4160 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3921 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3831 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3675 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3544 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3382 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3325 |
|
|
2019
Q4 | – | Sell |
-215
| Closed | -$3K | – | 3351 |
|
|
2019
Q3 | $3K | Buy |
+215
| New | +$3K | ﹤0.01% | 2549 |
|
|
2019
Q1 | $4K | Sell |
215
-1,000
| -82% | -$18.6K | ﹤0.01% | 1942 |
|
|
2018
Q4 | $16K | Buy |
1,215
+250
| +26% | +$3.29K | ﹤0.01% | 2222 |
|
|
2018
Q3 | $28K | Sell |
965
-915
| -49% | -$26.5K | ﹤0.01% | 2232 |
|
|
2018
Q2 | $51K | Buy |
1,880
+130
| +7% | +$3.53K | ﹤0.01% | 1874 |
|
|
2018
Q1 | $34K | Hold |
1,750
| – | – | ﹤0.01% | 2036 |
|
|
2017
Q4 | $34K | Buy |
1,750
+1,460
| +503% | +$28.4K | ﹤0.01% | 2031 |
|
|
2017
Q3 | $7K | Buy |
290
+50
| +21% | +$1.21K | ﹤0.01% | 3188 |
|
|
2017
Q2 | $4K | Hold |
240
| – | – | ﹤0.01% | 3482 |
|
|
2017
Q1 | $3K | Hold |
240
| – | – | ﹤0.01% | 3513 |
|
|
2016
Q4 | $3K | Hold |
240
| – | – | ﹤0.01% | 3499 |
|
|
2016
Q3 | $4K | Buy |
+240
| New | +$4K | ﹤0.01% | 3330 |
|
|
2016
Q2 | – | Sell |
-215
| Closed | -$4K | – | 4077 |
|
|
2016
Q1 | $4K | Buy |
+215
| New | +$4K | ﹤0.01% | 1942 |
|