Capital Advisors Inc’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
Sell
-151,954
Closed -$5.1M 246
2021
Q2
$5.1M Buy
151,954
+7,874
+5% +$264K 0.15% 101
2021
Q1
$5.51M Buy
+144,080
New +$5.51M 0.18% 95