Glass Jacobson Investment Advisors’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
-400
Closed -$251 793
2023
Q4
$251 Hold
400
﹤0.01% 693
2023
Q3
$243 Hold
400
﹤0.01% 785
2023
Q2
$452 Buy
+400
New +$452 ﹤0.01% 757
2022
Q4
$744 Buy
+400
New +$744 ﹤0.01% 762