Phoenix Wealth Advisors’s Intellia Therapeutics NTLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$235K Sell
2023
Q1
$225K Sell
2022
Q4
$212K Sell
2022
Q3
$387K Sell
2022
Q2
$380K Sell
2022
Q1
$558K Buy
2021
Q4
$510K Sell
2021
Q3
$638K Buy
2021
Q2
$686K Sell
2021
Q1
$661K Sell
2020
Q4
$584K Buy