CLA (CliftonLarsonAllen) Wealth Advisors’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-40,000
Closed -$319K 200
2022
Q1
$319K Sell
40,000
-104,000
-72% -$829K 0.01% 184
2021
Q4
$2.2M Buy
+144,000
New +$2.2M 0.08% 96