Albion Financial Group’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 |
-1,000
| Closed | -$1.35K | – | 499 |
|
|
2023
Q1 | $1.35K | Hold |
1,000
| – | – | ﹤0.01% | 386 |
|
|
2022
Q4 | $1.86K | Hold |
1,000
| – | – | ﹤0.01% | 385 |
|
|
2022
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 432 |
|
|
2022
Q1 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 382 |
|
|
2021
Q4 | $15K | Sell |
1,000
-2,800
| -74% | -$42K | ﹤0.01% | 382 |
|
|
2021
Q3 | $108K | Hold |
3,800
| – | – | 0.01% | 208 |
|
|
2021
Q2 | $128K | Buy |
+3,800
| New | +$128K | 0.01% | 204 |
|
|
2020
Q4 | $159K | Buy |
+3,800
| New | +$159K | 0.02% | 193 |
|