Freedom Investment 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 |
-15,750
| Closed | -$9.87K | – | 847 |
|
|
2023
Q4 | $9.87K | Sell |
15,750
-2,417
| -13% | -$1.52K | ﹤0.01% | 742 |
|
|
2023
Q3 | $11K | Buy |
+18,167
| New | +$11K | ﹤0.01% | 671 |
|
|
2023
Q2 | – | Sell |
-23,737
| Closed | -$32K | – | 791 |
|
|
2023
Q1 | $32K | Sell |
23,737
-1,948
| -8% | -$2.63K | ﹤0.01% | 692 |
|
|
2022
Q4 | $47.8K | Sell |
25,685
-1,646
| -6% | -$3.06K | 0.01% | 693 |
|
|
2022
Q3 | $67.2K | Buy |
27,331
+16,836
| +160% | +$41.4K | 0.01% | 701 |
|
|
2022
Q2 | $25.6K | Sell |
10,495
-2,699
| -20% | -$6.59K | ﹤0.01% | 718 |
|
|
2022
Q1 | $105K | Sell |
13,194
-14,770
| -53% | -$118K | 0.01% | 743 |
|
|
2021
Q4 | $427K | Sell |
27,964
-21,179
| -43% | -$323K | 0.03% | 574 |
|
|
2021
Q3 | $1.4M | Buy |
49,143
+37,602
| +326% | +$1.07M | 0.11% | 253 |
|
|
2021
Q2 | $389K | Buy |
11,541
+846
| +8% | +$28.5K | 0.03% | 617 |
|
|
2021
Q1 | $409K | Buy |
+10,695
| New | +$409K | 0.03% | 588 |
|