CWP
NVTA

Cyndeo Wealth Partners’s Invitae Corporation NVTA Stock Holding History

Cyndeo Wealth Partners’s Portfolio NVTA Stock Details NVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-48,865
Closed -$29.6K – 383
2023
Q3 		$29.6K Buy
48,865
+3,111
+7% +$1.88K ﹤0.01% 337
2023
Q2 		$51.7K Buy
45,754
+9,930
+28% +$11.2K 0.01% 323
2023
Q1 		$48.4K Buy
35,824
+1,906
+6% +$2.57K 0.01% 319
2022
Q4 		$63.1K Buy
+33,918
New +$63.1K 0.01% 311