Apollon 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
Q4 | – | Sell |
-22,245
| Closed | -$13.5K | – | 1113 |
|
|
2023
Q3 | $13.5K | Hold |
22,245
| – | – | ﹤0.01% | 898 |
|
|
2023
Q2 | $25.1K | Sell |
22,245
-141
| -0.6% | -$159 | ﹤0.01% | 927 |
|
|
2023
Q1 | $30.2K | Hold |
22,386
| – | – | ﹤0.01% | 853 |
|
|
2022
Q4 | $41.6K | Sell |
22,386
-30
| -0.1% | -$56 | ﹤0.01% | 832 |
|
|
2022
Q3 | $55K | Buy |
+22,416
| New | +$55K | ﹤0.01% | 779 |
|
|
2020
Q3 | – | Sell |
-165
| Closed | -$5K | – | 722 |
|
|
2020
Q2 | $5K | Buy |
+165
| New | +$5K | ﹤0.01% | 570 |
|