Creative Financial Designs’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50
| Closed | – | – | 1758 |
|
|
2024
Q2 | $0 | Buy |
+50
| New | – | ﹤0.01% | 1751 |
|
|
2023
Q3 | – | Sell |
-260
| Closed | -$294 | – | 1563 |
|
|
2023
Q2 | $294 | Hold |
260
| – | – | ﹤0.01% | 1433 |
|
|
2023
Q1 | $351 | Hold |
260
| – | – | ﹤0.01% | 1353 |
|
|
2022
Q4 | $484 | Hold |
260
| – | – | ﹤0.01% | 1242 |
|
|
2022
Q3 | $1K | Hold |
260
| – | – | ﹤0.01% | 1266 |
|
|
2022
Q2 | $1K | Hold |
260
| – | – | ﹤0.01% | 1221 |
|
|
2022
Q1 | $2K | Hold |
260
| – | – | ﹤0.01% | 1187 |
|
|
2021
Q4 | $4K | Hold |
260
| – | – | ﹤0.01% | 1065 |
|
|
2021
Q3 | $7K | Sell |
260
-1,700
| -87% | -$45.8K | ﹤0.01% | 1099 |
|
|
2021
Q2 | $66K | Hold |
1,960
| – | – | 0.01% | 533 |
|
|
2021
Q1 | $75K | Sell |
1,960
-500
| -20% | -$19.1K | 0.01% | 480 |
|
|
2020
Q4 | $103K | Sell |
2,460
-300
| -11% | -$12.6K | 0.02% | 376 |
|
|
2020
Q3 | $120K | Buy |
2,760
+600
| +28% | +$26.1K | 0.03% | 308 |
|
|
2020
Q2 | $65K | Buy |
+2,160
| New | +$65K | 0.02% | 379 |
|