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Waverly Advisors’s Intellia Therapeutics NTLA Stock Holding History

Waverly Advisors’s Portfolio NTLA Stock Details NTLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,735
Closed -$205K – 705
2023
Q4 		$205K Sell
6,735
-347
-5% -$10.6K 0.01% 425
2023
Q3 		$224K Hold
7,082
– – 0.01% 371
2023
Q2 		$289K Buy
+7,082
New +$289K 0.01% 304