SWM
Selective Wealth Management’s Natera NTRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-300
| Closed | -$11K | – | 814 |
|
|
2022
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 551 |
|
|
2022
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 515 |
|
|
2021
Q4 | $28K | Buy |
+300
| New | +$28K | 0.01% | 364 |
|
|
2021
Q3 | – | Sell |
-1,500
| Closed | -$170K | – | 606 |
|
|
2021
Q2 | $170K | Buy |
+1,500
| New | +$170K | 0.14% | 81 |
|