SWM
Selective Wealth Management’s Intellia Therapeutics NTLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-100
| Closed | -$5K | – | 417 |
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 292 |
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 286 |
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 384 |
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 315 |
|
2019
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 315 |
|
2019
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 324 |
|