Edgestream Partners’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-262,782
Closed -$355K 950
2023
Q1
$355K Sell
262,782
-522,799
-67% -$706K 0.04% 454
2022
Q4
$1.46M Sell
785,581
-489,372
-38% -$910K 0.16% 206
2022
Q3
$3.14M Buy
+1,274,953
New +$3.14M 0.24% 143