BerganKDV Wealth Management’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $509 | Hold |
450
| – | – | ﹤0.01% | 810 |
|
|
2023
Q1 | $608 | Hold |
450
| – | – | ﹤0.01% | 954 |
|
|
2022
Q4 | $837 | Hold |
450
| – | – | ﹤0.01% | 898 |
|
|
2022
Q3 | $1K | Hold |
450
| – | – | ﹤0.01% | 949 |
|
|
2022
Q2 | $1K | Hold |
450
| – | – | ﹤0.01% | 957 |
|
|
2022
Q1 | $4K | Hold |
450
| – | – | ﹤0.01% | 782 |
|
|
2021
Q4 | $7K | Hold |
450
| – | – | ﹤0.01% | 739 |
|
|
2021
Q3 | $13K | Hold |
450
| – | – | ﹤0.01% | 602 |
|
|
2021
Q2 | $15K | Hold |
450
| – | – | ﹤0.01% | 556 |
|
|
2021
Q1 | $17K | Buy |
+450
| New | +$17K | ﹤0.01% | 512 |
|