Delos Wealth Advisors’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-75
| Closed | -$48 | – | 472 |
|
|
2023
Q4 | $48 | Hold |
75
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $70 | Hold |
75
| – | – | ﹤0.01% | 371 |
|
|
2023
Q2 | $85 | Hold |
75
| – | – | ﹤0.01% | 366 |
|
|
2023
Q1 | $102 | Hold |
75
| – | – | ﹤0.01% | 378 |
|
|
2022
Q4 | $140 | Hold |
75
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $0 | Buy |
75
+50
| +200% | – | ﹤0.01% | 397 |
|
|
2022
Q2 | $0 | Buy |
25
+15
| +150% | – | ﹤0.01% | 274 |
|
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 449 |
|
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 490 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 263 |
|
|
2021
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 194 |
|