Baird Financial Group’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-110,100
| Closed | -$69K | – | 1824 |
|
|
2023
Q4 | $69K | Sell |
110,100
-5,884
| -5% | -$3.69K | ﹤0.01% | 1687 |
|
|
2023
Q3 | $70.2K | Buy |
+115,984
| New | +$70.2K | ﹤0.01% | 1686 |
|
|
2021
Q4 | – | Sell |
-62,432
| Closed | -$1.78M | – | 1947 |
|
|
2021
Q3 | $1.78M | Buy |
+62,432
| New | +$1.78M | ﹤0.01% | 990 |
|
|
2020
Q1 | – | Sell |
-33,219
| Closed | -$536K | – | 1577 |
|
|
2019
Q4 | $536K | Buy |
33,219
+327
| +1% | +$5.28K | ﹤0.01% | 1157 |
|
|
2019
Q3 | $634K | Buy |
+32,892
| New | +$634K | ﹤0.01% | 1099 |
|