Strategic Wealth Partners’s Natera NTRA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.45K | Buy |
+50
| New | +$8.45K | ﹤0.01% | 810 |
|
2022
Q1 | – | Sell |
-10,488
| Closed | -$979K | – | 282 |
|
2021
Q4 | $979K | Buy |
10,488
+4,821
| +85% | +$450K | 0.19% | 142 |
|
2021
Q3 | $632K | Buy |
5,667
+1,545
| +37% | +$172K | 0.19% | 149 |
|
2021
Q2 | $468K | Buy |
4,122
+379
| +10% | +$43K | 0.15% | 160 |
|
2021
Q1 | $380K | Buy |
+3,743
| New | +$380K | 0.15% | 142 |
|