CreativeOne Wealth’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$1K Buy
2023
Q4
$25K Sell
2023
Q3
$25K Sell
2023
Q2
$152K Buy
2023
Q1
$175K Buy
2022
Q4
$188K Buy
2022
Q3
$243K Buy
2022
Q2
$190K Buy
2022
Q1
$581K Buy
2021
Q4
$731K Buy