CarsonAllaria 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,364
| Closed | -$855 | – | 417 |
|
|
2023
Q4 | $855 | Hold |
1,364
| – | – | ﹤0.01% | 335 |
|
|
2023
Q3 | $825 | Buy |
1,364
+1,000
| +275% | +$605 | ﹤0.01% | 338 |
|
|
2023
Q2 | $411 | Hold |
364
| – | – | ﹤0.01% | 374 |
|
|
2023
Q1 | $491 | Hold |
364
| – | – | ﹤0.01% | 357 |
|
|
2022
Q4 | $1K | Hold |
364
| – | – | ﹤0.01% | 340 |
|
|
2022
Q3 | $1K | Hold |
364
| – | – | ﹤0.01% | 331 |
|
|
2022
Q2 | $1K | Hold |
364
| – | – | ﹤0.01% | 327 |
|
|
2022
Q1 | $3K | Hold |
364
| – | – | ﹤0.01% | 295 |
|
|
2021
Q4 | $6K | Buy |
+364
| New | +$6K | 0.01% | 260 |
|