Institutional & Family Asset Management’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14
| Closed | – | – | 962 |
|
|
2021
Q3 | $0 | Sell |
14
-9
| -39% | – | ﹤0.01% | 991 |
|
|
2021
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 926 |
|
|
2021
Q1 | $1K | Sell |
23
-14
| -38% | -$609 | ﹤0.01% | 908 |
|
|
2020
Q4 | $2K | Buy |
37
+11
| +42% | +$595 | ﹤0.01% | 800 |
|
|
2020
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 812 |
|