Concurrent Investment Advisors’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,893
Closed -$6.83K 952
2023
Q4
$6.83K Buy
+10,893
New +$6.83K ﹤0.01% 827