Mount Yale Investment Advisors’s Natera NTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Sell |
4,929
-91
| -2% | -$15.4K | 0.07% | 244 |
|
|
2025
Q1 | $710K | Sell |
5,020
-1,616
| -24% | -$229K | 0.06% | 256 |
|
|
2024
Q4 | $1.05M | Sell |
6,636
-893
| -12% | -$141K | 0.08% | 188 |
|
|
2024
Q3 | $956K | Sell |
7,529
-4,944
| -40% | -$628K | 0.09% | 204 |
|
|
2024
Q2 | $1.35M | Sell |
12,473
-4,751
| -28% | -$514K | 0.11% | 176 |
|
|
2024
Q1 | $1.58M | Sell |
17,224
-3,970
| -19% | -$363K | 0.12% | 160 |
|
|
2023
Q4 | $1.33M | Buy |
21,194
+4,402
| +26% | +$276K | 0.13% | 167 |
|
|
2023
Q3 | $743K | Buy |
16,792
+1,776
| +12% | +$78.6K | 0.08% | 237 |
|
|
2023
Q2 | $731K | Buy |
15,016
+19
| +0.1% | +$925 | 0.08% | 251 |
|
|
2023
Q1 | $833K | Buy |
14,997
+4,955
| +49% | +$275K | 0.09% | 222 |
|
|
2022
Q4 | $403K | Sell |
10,042
-1,266
| -11% | -$50.9K | 0.05% | 301 |
|
|
2022
Q3 | $496K | Buy |
+11,308
| New | +$496K | 0.07% | 269 |
|
|
2021
Q3 | – | Sell |
-1,942
| Closed | -$220K | – | 481 |
|
|
2021
Q2 | $220K | Buy |
+1,942
| New | +$220K | 0.03% | 393 |
|