JFS Wealth Advisors’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2
| Closed | -$42 | – | 1979 |
|
|
2024
Q3 | $42 | Sell |
2
-9
| -82% | -$189 | ﹤0.01% | 1937 |
|
|
2024
Q2 | $247 | Hold |
11
| – | – | ﹤0.01% | 1881 |
|
|
2024
Q1 | $303 | Hold |
11
| – | – | ﹤0.01% | 1859 |
|
|
2023
Q4 | $336 | Buy |
+11
| New | +$336 | ﹤0.01% | 1850 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | – | – | 1916 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1827 |
|
|
2020
Q4 | – | Sell |
-180
| Closed | -$4K | – | 610 |
|
|
2020
Q3 | $4K | Hold |
180
| – | – | ﹤0.01% | 463 |
|
|
2020
Q2 | $4K | Buy |
+180
| New | +$4K | ﹤0.01% | 446 |
|