Avidian Wealth Enterprises’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Hold |
0
| – | – | – | 568 |
|
|
2021
Q4 | – | Sell |
-7,050
| Closed | -$200K | – | 541 |
|
|
2021
Q3 | $200K | Buy |
7,050
+50
| +0.7% | +$1.42K | 0.02% | 357 |
|
|
2021
Q2 | $236K | Sell |
7,000
-11,000
| -61% | -$371K | 0.02% | 335 |
|
|
2021
Q1 | $688K | Buy |
+18,000
| New | +$688K | 0.06% | 162 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 338 |
|