B. Riley 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 |
-9,464
| Closed | -$270K | – | 1514 |
|
|
2021
Q3 | $270K | Sell |
9,464
-1,320
| -12% | -$37.7K | 0.01% | 1097 |
|
|
2021
Q2 | $364K | Sell |
10,784
-691
| -6% | -$23.3K | 0.01% | 922 |
|
|
2021
Q1 | $439K | Buy |
+11,475
| New | +$439K | 0.02% | 799 |
|
|
2018
Q4 | – | Sell |
-12,400
| Closed | -$208K | – | 749 |
|
|
2018
Q3 | $208K | Buy |
+12,400
| New | +$208K | 0.02% | 637 |
|