Optimum Investment Advisors’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-300
| Closed | -$4K | – | 992 |
|
|
2019
Q3 | $4K | Sell |
300
-1,000
| -77% | -$13.3K | ﹤0.01% | 905 |
|
|
2019
Q2 | $21K | Hold |
1,300
| – | – | 0.01% | 666 |
|
|
2019
Q1 | $22K | Hold |
1,300
| – | – | 0.01% | 667 |
|
|
2018
Q4 | $18K | Sell |
1,300
-500
| -28% | -$6.92K | 0.01% | 669 |
|
|
2018
Q3 | $52K | Sell |
1,800
-100
| -5% | -$2.89K | 0.01% | 522 |
|
|
2018
Q2 | $52K | Hold |
1,900
| – | – | 0.02% | 524 |
|
|
2018
Q1 | $40K | Buy |
+1,900
| New | +$40K | 0.01% | 566 |
|