Spectrum Planning & Advisory Services’s Intellia Therapeutics NTLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,503
Closed -$252K 48
2022
Q3
$252K Sell
4,503
-164
-4% -$9.18K 0.25% 44
2022
Q2
$242K Sell
4,667
-2,093
-31% -$109K 0.25% 35
2022
Q1
$491K Hold
6,760
0.45% 31
2021
Q4
$799K Hold
6,760
0.73% 27
2021
Q3
$907K Sell
6,760
-145
-2% -$19.5K 0.89% 26
2021
Q2
$1.12M Sell
6,905
-11,616
-63% -$1.88M 1.07% 25
2021
Q1
$1.49M Buy
18,521
+200
+1% +$16K 1.53% 19
2020
Q4
$997K Buy
+18,321
New +$997K 1.07% 24