Mission Wealth Management’s Natera NTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+1,349
| New | +$228K | ﹤0.01% | 606 |
|
|
2025
Q1 | – | Sell |
-1,352
| Closed | -$214K | – | 650 |
|
|
2024
Q4 | $214K | Buy |
+1,352
| New | +$214K | 0.01% | 590 |
|
|
2024
Q3 | – | Sell |
-4,086
| Closed | -$442K | – | 652 |
|
|
2024
Q2 | $442K | Hold |
4,086
| – | – | 0.01% | 418 |
|
|
2024
Q1 | $374K | Sell |
4,086
-145
| -3% | -$13.3K | 0.01% | 478 |
|
|
2023
Q4 | $265K | Buy |
+4,231
| New | +$265K | 0.01% | 476 |
|
|
2023
Q3 | – | Sell |
-4,231
| Closed | -$206K | – | 540 |
|
|
2023
Q2 | $206K | Hold |
4,231
| – | – | 0.01% | 496 |
|
|
2023
Q1 | $235K | Sell |
4,231
-1,484
| -26% | -$82.4K | 0.01% | 459 |
|
|
2022
Q4 | $230K | Hold |
5,715
| – | – | 0.01% | 446 |
|
|
2022
Q3 | $250K | Hold |
5,715
| – | – | 0.01% | 413 |
|
|
2022
Q2 | $203K | Buy |
+5,715
| New | +$203K | 0.01% | 460 |
|