Global Wealth Management Investment Advisory’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-150
| Closed | -$5K | – | 657 |
|
|
2020
Q2 | $5K | Sell |
150
-150
| -50% | -$5K | ﹤0.01% | 436 |
|
|
2020
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 453 |
|
|
2019
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 443 |
|
|
2019
Q3 | $6K | Sell |
300
-50
| -14% | -$1K | ﹤0.01% | 393 |
|
|
2019
Q2 | $8K | Hold |
350
| – | – | ﹤0.01% | 399 |
|
|
2019
Q1 | $8K | Buy |
+350
| New | +$8K | ﹤0.01% | 412 |
|