Checchi Capital Advisers’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 |
-8,069
| Closed | -$272K | – | 551 |
|
|
2021
Q2 | $272K | Buy |
8,069
+225
| +3% | +$7.59K | 0.03% | 405 |
|
|
2021
Q1 | $300K | Sell |
7,844
-82
| -1% | -$3.14K | 0.03% | 350 |
|
|
2020
Q4 | $331K | Sell |
7,926
-576
| -7% | -$24.1K | 0.03% | 308 |
|
|
2020
Q3 | $369K | Buy |
8,502
+20
| +0.2% | +$868 | 0.04% | 251 |
|
|
2020
Q2 | $257K | Buy |
+8,482
| New | +$257K | 0.03% | 345 |
|