Relyea Zuckerberg Hanson’s Intellia Therapeutics NTLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,129
Closed -$229K 265
2024
Q3
$229K Buy
11,129
+176
+2% +$3.62K 0.03% 230
2024
Q2
$245K Sell
10,953
-23
-0.2% -$515 0.04% 208
2024
Q1
$302K Sell
10,976
-2,242
-17% -$61.7K 0.05% 181
2023
Q4
$403K Buy
13,218
+2
+0% +$61 0.08% 132
2023
Q3
$418K Sell
13,216
-97
-0.7% -$3.07K 0.1% 119
2023
Q2
$543K Sell
13,313
-80
-0.6% -$3.26K 0.12% 105
2023
Q1
$499K Buy
13,393
+20
+0.1% +$745 0.12% 101
2022
Q4
$467K Buy
13,373
+149
+1% +$5.2K 0.13% 105
2022
Q3
$740K Buy
13,224
+16
+0.1% +$895 0.27% 58
2022
Q2
$684K Buy
13,208
+2
+0% +$104 0.25% 62
2022
Q1
$832K Buy
+13,206
New +$832K 0.27% 60