Allworth Financial’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18
| Closed | -$11 | – | 3661 |
|
|
2023
Q3 | $11 | Hold |
18
| – | – | ﹤0.01% | 3402 |
|
|
2023
Q2 | $21 | Hold |
18
| – | – | ﹤0.01% | 3212 |
|
|
2023
Q1 | $25 | Sell |
18
-685
| -97% | -$951 | ﹤0.01% | 3137 |
|
|
2022
Q4 | $1.31K | Buy |
703
+453
| +181% | +$843 | ﹤0.01% | 2385 |
|
|
2022
Q3 | $1K | Buy |
+250
| New | +$1K | ﹤0.01% | 2580 |
|
|
2022
Q2 | – | Sell |
-23
| Closed | – | – | 2927 |
|
|
2022
Q1 | $0 | Buy |
+23
| New | – | ﹤0.01% | 2450 |
|