AE Wealth Management’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-17,202
Closed -$23.2K 2077
2023
Q1
$23.2K Buy
+17,202
New +$23.2K ﹤0.01% 1837
2020
Q3
Sell
-73,237
Closed -$2.22M 1380
2020
Q2
$2.22M Buy
+73,237
New +$2.22M 0.03% 379