Arkadios Wealth Advisors’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-237
| Closed | -$6K | – | 1864 |
|
|
2021
Q3 | $6K | Sell |
237
-800
| -77% | -$20.3K | ﹤0.01% | 1573 |
|
|
2021
Q2 | $34K | Buy |
1,037
+912
| +730% | +$29.9K | ﹤0.01% | 1077 |
|
|
2021
Q1 | $4K | Sell |
125
-135
| -52% | -$4.32K | ﹤0.01% | 1441 |
|
|
2020
Q4 | $10K | Buy |
+260
| New | +$10K | ﹤0.01% | 979 |
|
|
2020
Q2 | – | Sell |
-212
| Closed | -$2.9K | – | 1179 |
|
|
2020
Q1 | $2.9K | Buy |
+212
| New | +$2.9K | ﹤0.01% | 875 |
|