BerganKDV Wealth Management’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$509 Hold
2023
Q1
$608 Hold
2022
Q4
$837 Hold
2022
Q3
$1K Hold
2022
Q2
$1K Hold
2022
Q1
$4K Hold
2021
Q4
$7K Hold
2021
Q3
$13K Hold
2021
Q2
$15K Hold
2021
Q1
$17K Buy