CFD
NVTA

Creative Financial Designs’s Invitae Corporation NVTA Stock Holding History

Creative Financial Designs’s Portfolio NVTA Stock Details NVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-50
Closed – – 1748
2024
Q2 		$0 Buy
+50
New – ﹤0.01% 1738
2023
Q3 		– Sell
-260
Closed -$294 – 1555
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% -$49.8K ﹤0.01% 1099
2021
Q2 		$66K Hold
1,960
– – 0.01% 533
2021
Q1 		$75K Sell
1,960
-500
-20% -$22.7K 0.01% 480
2020
Q4 		$103K Sell
2,460
-300
-11% -$14.3K 0.02% 376
2020
Q3 		$120K Buy
2,760
+600
+28% +$20.5K 0.03% 308
2020
Q2 		$65K Buy
+2,160
New +$37.7K 0.02% 379

Creative Financial Designs's NVTA Position: Q3 2024 in Review

Creative Financial Designs sold out of Invitae Corporation (NVTA) in Q3 2024, closing a stake of 50 shares.

Creative Financial Designs first reported a position in NVTA in Q2 2020 and held it in 14 quarters. The position peaked at $120K in Q3 2020. 1 fund tracked by Wall St. Rank holds NVTA as of Q3 2024.

  • Creative Financial Designs reported no remaining Invitae Corporation position as of Q3 2024 after selling out during the quarter.
  • Creative Financial Designs sold 50 Invitae Corporation shares in Q3 2024.
  • Creative Financial Designs first reported a position in Invitae Corporation in Q2 2020 and held it in 14 quarters.
  • Creative Financial Designs's Invitae Corporation position peaked at $120K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Invitae Corporation as of Q3 2024.

Based on Creative Financial Designs's 13F filing for Q3 2024, filed 28 Oct 2024.