MGWM
Marks Group Wealth Management’s Natera NTRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,623
| Closed | -$206K | – | 296 |
|
|
2024
Q3 | $206K | Buy |
+1,623
| New | +$206K | 0.02% | 290 |
|
|
2024
Q2 | – | Sell |
-2,352
| Closed | -$215K | – | 301 |
|
|
2024
Q1 | $215K | Buy |
+2,352
| New | +$215K | 0.02% | 294 |
|
|
2023
Q2 | – | Sell |
-3,650
| Closed | -$203K | – | 283 |
|
|
2023
Q1 | $203K | Buy |
+3,650
| New | +$203K | 0.03% | 270 |
|
|
2022
Q1 | – | Sell |
-2,142
| Closed | -$200K | – | 326 |
|
|
2021
Q4 | $200K | Buy |
2,142
+258
| +14% | +$24.1K | 0.02% | 299 |
|
|
2021
Q3 | $210K | Sell |
1,884
-99
| -5% | -$11K | 0.03% | 278 |
|
|
2021
Q2 | $225K | Sell |
1,983
-38
| -2% | -$4.31K | 0.03% | 245 |
|
|
2021
Q1 | $205K | Sell |
2,021
-293
| -13% | -$29.7K | 0.03% | 240 |
|
|
2020
Q4 | $230K | Sell |
2,314
-653
| -22% | -$64.9K | 0.04% | 233 |
|
|
2020
Q3 | $214K | Buy |
+2,967
| New | +$214K | 0.04% | 223 |
|