Wealthcare Advisory Partners’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,353
| Closed | -$244K | – | 602 |
|
|
2022
Q1 | $244K | Buy |
3,353
+2
| +0.1% | +$146 | 0.01% | 473 |
|
|
2021
Q4 | $396K | Sell |
3,351
-249
| -7% | -$29.4K | 0.02% | 370 |
|
|
2021
Q3 | $483K | Sell |
3,600
-670
| -16% | -$89.9K | 0.03% | 322 |
|
|
2021
Q2 | $691K | Buy |
4,270
+1,600
| +60% | +$259K | 0.05% | 252 |
|
|
2021
Q1 | $214K | Buy |
+2,670
| New | +$214K | 0.02% | 470 |
|
|
2020
Q2 | – | Sell |
-2,970
| Closed | -$36K | – | 1017 |
|
|
2020
Q1 | $36K | Buy |
2,970
+420
| +16% | +$5.09K | 0.01% | 578 |
|
|
2019
Q4 | $37K | Buy |
+2,550
| New | +$37K | ﹤0.01% | 618 |
|
|
2018
Q3 | – | Sell |
-5,755
| Closed | -$157K | – | 1281 |
|
|
2018
Q2 | $157K | Buy |
5,755
+3,250
| +130% | +$88.7K | 0.03% | 254 |
|
|
2018
Q1 | $53K | Buy |
+2,505
| New | +$53K | 0.01% | 388 |
|