Spire Wealth Management’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 |
-2,100
| Closed | -$43.2K | – | 2505 |
|
|
2024
Q3 | $43.2K | Hold |
2,100
| – | – | ﹤0.01% | 1175 |
|
|
2024
Q2 | $47K | Hold |
2,100
| – | – | ﹤0.01% | 1145 |
|
|
2024
Q1 | $57.8K | Sell |
2,100
-1,789
| -46% | -$49.2K | ﹤0.01% | 1166 |
|
|
2023
Q4 | $99.4K | Buy |
3,889
+3,789
| +3,789% | +$96.8K | ﹤0.01% | 1000 |
|
|
2023
Q3 | $3.16K | Hold |
100
| – | – | ﹤0.01% | 2042 |
|
|
2023
Q2 | $4.08K | Hold |
100
| – | – | ﹤0.01% | 2049 |
|
|
2023
Q1 | $3.73K | Hold |
100
| – | – | ﹤0.01% | 2104 |
|
|
2022
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1979 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1707 |
|
|
2022
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2137 |
|
|
2022
Q1 | $7K | Sell |
100
-50
| -33% | -$3.5K | ﹤0.01% | 2156 |
|
|
2021
Q4 | $18K | Sell |
150
-300
| -67% | -$36K | ﹤0.01% | 2158 |
|
|
2021
Q3 | $60K | Buy |
450
+250
| +125% | +$33.3K | ﹤0.01% | 1403 |
|
|
2021
Q2 | $38K | Hold |
200
| – | – | ﹤0.01% | 1600 |
|
|
2021
Q1 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 2242 |
|