Mosaic Family Wealth’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-535
| Closed | -$9K | – | 458 |
|
2019
Q1 | $9K | Hold |
535
| – | – | ﹤0.01% | 508 |
|
2018
Q4 | $7K | Hold |
535
| – | – | ﹤0.01% | 526 |
|
2018
Q3 | $10K | Hold |
535
| – | – | ﹤0.01% | 499 |
|
2018
Q2 | $15K | Hold |
535
| – | – | 0.01% | 489 |
|
2018
Q1 | $11K | Hold |
535
| – | – | ﹤0.01% | 514 |
|
2017
Q4 | $10K | Hold |
535
| – | – | ﹤0.01% | 529 |
|
2017
Q3 | $13K | Hold |
535
| – | – | 0.01% | 535 |
|
2017
Q2 | $9K | Hold |
535
| – | – | ﹤0.01% | 502 |
|
2017
Q1 | $8K | Hold |
535
| – | – | ﹤0.01% | 519 |
|
2016
Q4 | $7K | Buy |
+535
| New | +$7K | ﹤0.01% | 520 |
|