Phoenix Wealth Advisors’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,755
| Closed | -$235K | – | 111 |
|
|
2023
Q2 | $235K | Sell |
5,755
-274
| -5% | -$11.2K | 0.14% | 99 |
|
|
2023
Q1 | $225K | Sell |
6,029
-33
| -0.5% | -$1.23K | 0.14% | 98 |
|
|
2022
Q4 | $212K | Sell |
6,062
-855
| -12% | -$29.8K | 0.13% | 105 |
|
|
2022
Q3 | $387K | Sell |
6,917
-419
| -6% | -$23.4K | 0.39% | 55 |
|
|
2022
Q2 | $380K | Sell |
7,336
-929
| -11% | -$48.1K | 0.37% | 60 |
|
|
2022
Q1 | $558K | Buy |
8,265
+3,949
| +91% | +$267K | 0.58% | 41 |
|
|
2021
Q4 | $510K | Sell |
4,316
-439
| -9% | -$51.9K | 0.39% | 62 |
|
|
2021
Q3 | $638K | Buy |
4,755
+163
| +4% | +$21.9K | 0.48% | 56 |
|
|
2021
Q2 | $686K | Sell |
4,592
-3,664
| -44% | -$547K | 0.49% | 58 |
|
|
2021
Q1 | $661K | Sell |
8,256
-2,477
| -23% | -$198K | 0.51% | 47 |
|
|
2020
Q4 | $584K | Buy |
+10,733
| New | +$584K | 0.44% | 52 |
|