Advisornet Financial’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-50,000
| Closed | -$550 | – | 2195 |
|
|
2024
Q1 | $550 | Buy |
50,000
+30,000
| +150% | +$330 | ﹤0.01% | 1872 |
|
|
2023
Q4 | $12.5K | Hold |
20,000
| – | – | ﹤0.01% | 1243 |
|
|
2023
Q3 | $12.1K | Buy |
20,000
+10,000
| +100% | +$6.05K | ﹤0.01% | 1192 |
|
|
2023
Q2 | $11.3K | Hold |
10,000
| – | – | ﹤0.01% | 1289 |
|
|
2023
Q1 | $13.5K | Hold |
10,000
| – | – | ﹤0.01% | 1212 |
|
|
2022
Q4 | $18.6K | Hold |
10,000
| – | – | ﹤0.01% | 1077 |
|
|
2022
Q3 | $25K | Buy |
10,000
+3,788
| +61% | +$9.47K | ﹤0.01% | 1035 |
|
|
2022
Q2 | $15K | Buy |
6,212
+2,212
| +55% | +$5.34K | ﹤0.01% | 1233 |
|
|
2022
Q1 | $32K | Buy |
4,000
+1,000
| +33% | +$8K | ﹤0.01% | 1104 |
|
|
2021
Q4 | $46K | Buy |
3,000
+965
| +47% | +$14.8K | ﹤0.01% | 1042 |
|
|
2021
Q3 | $58K | Hold |
2,035
| – | – | ﹤0.01% | 961 |
|
|
2021
Q2 | $69K | Hold |
2,035
| – | – | ﹤0.01% | 884 |
|
|
2021
Q1 | $78K | Buy |
2,035
+1,800
| +766% | +$69K | 0.01% | 817 |
|
|
2020
Q4 | $10K | Buy |
235
+35
| +18% | +$1.49K | ﹤0.01% | 1285 |
|
|
2020
Q3 | $9K | Sell |
200
-125
| -38% | -$5.63K | ﹤0.01% | 1304 |
|
|
2020
Q2 | $10K | Sell |
325
-200
| -38% | -$6.15K | ﹤0.01% | 1297 |
|
|
2020
Q1 | $7K | Buy |
525
+200
| +62% | +$2.67K | ﹤0.01% | 1361 |
|
|
2019
Q4 | $5K | Buy |
+325
| New | +$5K | ﹤0.01% | 1566 |
|
|
2018
Q1 | – | Sell |
-1,578
| Closed | -$14K | – | 1478 |
|
|
2017
Q4 | $14K | Buy |
+1,578
| New | +$14K | ﹤0.01% | 948 |
|