Berman Capital Advisors’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6K | Buy |
243
+93
| +62% | +$2.3K | ﹤0.01% | 1401 |
|
|
2021
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 1372 |
|
|
2021
Q1 | $5K | Sell |
150
-44
| -23% | -$1.47K | ﹤0.01% | 1300 |
|
|
2020
Q4 | $8K | Buy |
194
+44
| +29% | +$1.81K | ﹤0.01% | 1023 |
|
|
2020
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 1001 |
|
|
2020
Q2 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 1095 |
|