Corient Private Wealth’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-39,397
Closed -$23.8K 2361
2023
Q3
$23.8K Sell
39,397
-36,516
-48% -$22.1K ﹤0.01% 2100
2023
Q2
$85.8K Buy
75,913
+7,064
+10% +$7.98K ﹤0.01% 1972
2023
Q1
$92.9K Buy
+68,849
New +$92.9K ﹤0.01% 1879