CWP
NVTA
Corepath Wealth Partners’s Invitae Corporation NVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,500
| Closed | -$7.99K | – | 41 |
|
|
2023
Q4 | $7.99K | Hold |
15,500
| – | – | ﹤0.01% | 41 |
|
|
2023
Q3 | $9.51K | Hold |
15,500
| – | – | 0.01% | 40 |
|
|
2023
Q2 | $19.2K | Hold |
15,500
| – | – | 0.01% | 42 |
|
|
2023
Q1 | $20.3K | Hold |
15,500
| – | – | 0.01% | 40 |
|
|
2022
Q4 | $32.9K | Hold |
15,500
| – | – | 0.02% | 38 |
|
|
2022
Q3 | $34K | Hold |
15,500
| – | – | 0.03% | 38 |
|
|
2022
Q2 | $44K | Hold |
15,500
| – | – | 0.03% | 37 |
|
|
2022
Q1 | $88K | Hold |
15,500
| – | – | 0.06% | 36 |
|
|
2021
Q4 | $195K | Hold |
15,500
| – | – | 0.14% | 39 |
|
|
2021
Q3 | $410K | Hold |
15,500
| – | – | 0.31% | 28 |
|
|
2021
Q2 | $460K | Buy |
15,500
+6,000
| +63% | +$178K | 0.36% | 28 |
|
|
2021
Q1 | $361K | Buy |
+9,500
| New | +$361K | 0.32% | 28 |
|