GPS Wealth Strategies Group’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 |
-344
| Closed | -$216 | – | 1319 |
|
|
2023
Q4 | $216 | Sell |
344
-5,075
| -94% | -$3.19K | ﹤0.01% | 1212 |
|
|
2023
Q3 | $3.28K | Hold |
5,419
| – | – | ﹤0.01% | 1051 |
|
|
2023
Q2 | $6.12K | Buy |
5,419
+344
| +7% | +$389 | ﹤0.01% | 945 |
|
|
2023
Q1 | $6.85K | Buy |
+5,075
| New | +$6.85K | ﹤0.01% | 909 |
|
|
2022
Q4 | – | Sell |
-225
| Closed | -$1K | – | 1151 |
|
|
2022
Q3 | $1K | Hold |
225
| – | – | ﹤0.01% | 1119 |
|
|
2022
Q2 | $1K | Hold |
225
| – | – | ﹤0.01% | 1095 |
|
|
2022
Q1 | $2K | Hold |
225
| – | – | ﹤0.01% | 982 |
|
|
2021
Q4 | $3K | Hold |
225
| – | – | ﹤0.01% | 965 |
|
|
2021
Q3 | $6K | Hold |
225
| – | – | ﹤0.01% | 821 |
|
|
2021
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 792 |
|
|
2021
Q1 | $8K | Buy |
+225
| New | +$8K | ﹤0.01% | 719 |
|