Herold Advisors’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,000
Closed -$15.9K 710
2022
Q1
$15.9K Buy
+2,000
New +$15.9K 0.01% 541
2021
Q4
Sell
-1,500
Closed -$42K 688
2021
Q3
$42K Buy
+1,500
New +$42K 0.02% 406