Edge Wealth Management’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-250
| Closed | -$8K | – | 644 |
|
|
2020
Q2 | $8K | Sell |
250
-1,000
| -80% | -$32K | ﹤0.01% | 496 |
|
|
2020
Q1 | $17K | Hold |
1,250
| – | – | ﹤0.01% | 337 |
|
|
2019
Q4 | $20K | Buy |
1,250
+500
| +67% | +$8K | ﹤0.01% | 340 |
|
|
2019
Q3 | $14K | Hold |
750
| – | – | ﹤0.01% | 372 |
|
|
2019
Q2 | $18K | Buy |
750
+250
| +50% | +$6K | ﹤0.01% | 350 |
|
|
2019
Q1 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 384 |
|