Clear Perspective Advisors’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 |
-7,450
| Closed | -$251K | – | 177 |
|
|
2021
Q2 | $251K | Sell |
7,450
-41,369
| -85% | -$1.39M | 0.09% | 144 |
|
|
2021
Q1 | $1.87M | Buy |
48,819
+13,724
| +39% | +$524K | 0.73% | 26 |
|
|
2020
Q4 | $1.47M | Buy |
35,095
+14,809
| +73% | +$619K | 0.6% | 34 |
|
|
2020
Q3 | $325 | Buy |
+20,286
| New | +$325 | 0.15% | 108 |
|
|
2020
Q1 | – | Sell |
-10,580
| Closed | -$171K | – | 138 |
|
|
2019
Q4 | $171K | Buy |
+10,580
| New | +$171K | 0.11% | 133 |
|