EverSource Wealth Advisors’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
Q3 | – | Sell |
-1,357
| Closed | -$1 | – | 3160 |
|
|
2024
Q2 | $1 | Buy |
1,357
+43
| +3% | – | ﹤0.01% | 3060 |
|
|
2024
Q1 | $1 | Buy |
1,314
+1,214
| +1,214% | +$553 | ﹤0.01% | 2894 |
|
|
2023
Q4 | $63 | Sell |
100
-825
| -89% | -$493 | ﹤0.01% | 2607 |
|
|
2023
Q3 | $560 | Hold |
925
| – | – | ﹤0.01% | 2349 |
|
|
2023
Q2 | $1.04K | Hold |
925
| – | – | ﹤0.01% | 2203 |
|
|
2023
Q1 | $1.25K | Sell |
925
-860
| -48% | -$1.69K | ﹤0.01% | 2061 |
|
|
2022
Q4 | $3.32K | Buy |
+1,785
| New | +$4.36K | ﹤0.01% | 1743 |
|
|
2022
Q3 | – | Sell |
-432
| Closed | -$1K | – | 2178 |
|
|
2022
Q2 | $1K | Buy |
432
+311
| +257% | +$1.38K | ﹤0.01% | 1689 |
|
|
2022
Q1 | $1K | Hold |
121
| – | – | ﹤0.01% | 1676 |
|
|
2021
Q4 | $2K | Buy |
+121
| New | +$2.62K | ﹤0.01% | 1656 |
|