Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-70,040
| Closed | -$630 | – | 2454 |
|
|
2024
Q2 | $630 | Hold |
70,040
| – | – | ﹤0.01% | 2090 |
|
|
2024
Q1 | $770 | Hold |
70,040
| – | – | ﹤0.01% | 2460 |
|
|
2023
Q4 | $43.9K | Buy |
70,040
+40
| +0.1% | +$25 | ﹤0.01% | 751 |
|
|
2023
Q3 | $42.4K | Hold |
70,000
| – | – | ﹤0.01% | 789 |
|
|
2023
Q2 | $79.1K | Hold |
70,000
| – | – | 0.01% | 672 |
|
|
2023
Q1 | $94.5K | Hold |
70,000
| – | – | 0.01% | 649 |
|
|
2022
Q4 | $130K | Hold |
70,000
| – | – | 0.01% | 511 |
|
|
2022
Q3 | $172K | Buy |
+70,000
| New | +$172K | 0.01% | 468 |
|