Baldwin Wealth Partners’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-413
| Closed | -$1K | – | 838 |
|
|
2022
Q3 | $1K | Hold |
413
| – | – | ﹤0.01% | 658 |
|
|
2022
Q2 | $1K | Hold |
413
| – | – | ﹤0.01% | 682 |
|
|
2022
Q1 | $3K | Buy |
413
+164
| +66% | +$1.19K | ﹤0.01% | 634 |
|
|
2021
Q4 | $4K | Sell |
249
-800
| -76% | -$12.9K | ﹤0.01% | 583 |
|
|
2021
Q3 | $30K | Buy |
1,049
+249
| +31% | +$7.12K | ﹤0.01% | 409 |
|
|
2021
Q2 | $27K | Hold |
800
| – | – | ﹤0.01% | 438 |
|
|
2021
Q1 | $31K | Buy |
+800
| New | +$31K | ﹤0.01% | 406 |
|