HighMark Wealth Management’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-47
| Closed | -$1K | – | 550 |
|
|
2021
Q4 | $1K | Sell |
47
-216
| -82% | -$4.6K | ﹤0.01% | 487 |
|
|
2021
Q3 | $7K | Buy |
263
+30
| +13% | +$798 | 0.01% | 312 |
|
|
2021
Q2 | $8K | Buy |
233
+25
| +12% | +$858 | 0.01% | 296 |
|
|
2021
Q1 | $8K | Buy |
208
+161
| +343% | +$6.19K | 0.01% | 282 |
|
|
2020
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 415 |
|
|
2020
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 405 |
|
|
2020
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 423 |
|
|
2020
Q1 | $0 | Buy |
+47
| New | – | ﹤0.01% | 428 |
|