Claraphi Advisory Network’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 |
-15,103
| Closed | -$509K | – | 367 |
|
|
2021
Q2 | $509K | Sell |
15,103
-15,614
| -51% | -$526K | 0.15% | 155 |
|
|
2021
Q1 | $1.17M | Sell |
30,717
-2,217
| -7% | -$84.7K | 0.32% | 63 |
|
|
2020
Q4 | $1.38M | Buy |
32,934
+11,459
| +53% | +$479K | 0.38% | 49 |
|
|
2020
Q3 | $931K | Buy |
21,475
+5,557
| +35% | +$241K | 0.34% | 51 |
|
|
2020
Q2 | $482K | Buy |
+15,918
| New | +$482K | 0.21% | 103 |
|