Financial Gravity Asset Management’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 |
-73,929
| Closed | -$694K | – | 2107 |
|
|
2023
Q4 | $694K | Hold |
73,929
| – | – | 0.01% | 426 |
|
|
2023
Q3 | $694K | Buy |
73,929
+70,037
| +1,800% | +$658K | 0.01% | 411 |
|
|
2023
Q2 | $12 | Buy |
3,892
+1
| +0% | – | ﹤0.01% | 1524 |
|
|
2023
Q1 | $5 | Buy |
3,891
+3,889
| +194,450% | +$5 | ﹤0.01% | 926 |
|
|
2022
Q4 | $84 | Buy |
+2
| New | +$84 | ﹤0.01% | 1142 |
|
|
2021
Q4 | – | Hold |
0
| – | -$28K | – | 1025 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 724 |
|