BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-50
| Closed | -$1K | – | 716 |
|
|
2019
Q1 | $1K | Sell |
50
-100
| -67% | -$2K | ﹤0.01% | 600 |
|
|
2018
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 510 |
|
|
2018
Q3 | $3K | Sell |
150
-250
| -63% | -$5K | ﹤0.01% | 541 |
|
|
2018
Q2 | $3K | Hold |
400
| – | – | ﹤0.01% | 562 |
|
|
2018
Q1 | $2K | Buy |
400
+50
| +14% | +$250 | ﹤0.01% | 530 |
|
|
2017
Q4 | $3K | Buy |
+350
| New | +$3K | ﹤0.01% | 411 |
|