BAM
NVTA

Belpointe Asset Management’s Invitae Corporation NVTA Stock Holding History

Belpointe Asset Management’s Portfolio NVTA Stock Details NVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,782
Closed -$228K – 1259
2021
Q2 		$228K Sell
6,782
-2,362
-26% -$79.4K 0.02% 786
2021
Q1 		$350K Buy
9,144
+1,112
+14% +$42.6K 0.03% 539
2020
Q4 		$336K Buy
8,032
+2,488
+45% +$104K 0.03% 517
2020
Q3 		$241K Buy
+5,544
New +$241K 0.03% 500