Carson Wealth (CWM LLC)
NVTA

Carson Wealth (CWM LLC)’s Invitae Corporation NVTA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NVTA Stock Details NVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,851
Closed – – 5090
2024
Q1 		$0 Buy
21,851
+21,183
+3,171% +$9.65K ﹤0.01% 4879
2023
Q4 		$0 Sell
668
-188
-22% -$112 ﹤0.01% 4634
2023
Q3 		$1K Buy
856
+100
+13% +$104 ﹤0.01% 4131
2023
Q2 		$1K Sell
756
-15,658
-95% -$19.7K ﹤0.01% 4128
2023
Q1 		$22K Sell
16,414
-885
-5% -$1.74K ﹤0.01% 2456
2022
Q4 		$32K Sell
17,299
-1,902
-10% -$4.64K ﹤0.01% 2051
2022
Q3 		$47K Buy
19,201
+1,882
+11% +$5.71K ﹤0.01% 1693
2022
Q2 		$42K Buy
17,319
+5,182
+43% +$22.9K ﹤0.01% 1707
2022
Q1 		$97K Buy
12,137
+3,279
+37% +$33K ﹤0.01% 1338
2021
Q4 		$135K Buy
+8,858
New +$192K ﹤0.01% 1187
2021
Q2 		$254K Hold
7,529
– – ﹤0.01% 829
2021
Q1 		$254K Hold
7,529
– – ﹤0.01% 829
2020
Q4 		$254K Hold
7,529
– – ﹤0.01% 829
2020
Q3 		$254K Hold
7,529
– – ﹤0.01% 829
2020
Q2 		$254K Hold
7,529
– – ﹤0.01% 829
2020
Q1 		$254K Hold
7,529
– – ﹤0.01% 829
2019
Q4 		$254K Hold
7,529
– – ﹤0.01% 829
2019
Q3 		$254K Hold
7,529
– – ﹤0.01% 829
2019
Q2 		$254K Hold
7,529
– – ﹤0.01% 829
2019
Q1 		$254K Buy
7,529
+7,476
+14,106% +$132K ﹤0.01% 829
2018
Q4 		$1K Buy
+53
New +$687 ﹤0.01% 2029

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