Certified Advisory Corp’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,300
| Closed | -$50K | – | 776 |
|
|
2021
Q1 | $50K | Buy |
+1,300
| New | +$50K | 0.01% | 353 |
|
|
2020
Q2 | $39K | Hold |
1,300
| – | – | 0.01% | 339 |
|
|
2020
Q1 | $18K | Hold |
1,300
| – | – | 0.01% | 441 |
|
|
2019
Q4 | $21K | Hold |
1,300
| – | – | 0.01% | 477 |
|
|
2019
Q3 | $25K | Hold |
1,300
| – | – | 0.01% | 445 |
|
|
2019
Q2 | $31K | Hold |
1,300
| – | – | 0.01% | 393 |
|
|
2019
Q1 | $30K | Buy |
+1,300
| New | +$30K | 0.01% | 370 |
|