Kestra Advisory Services’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
-8,479
Closed -$241K 2220
2021
Q3
$241K Buy
8,479
+2,339
+38% +$66.5K ﹤0.01% 1845
2021
Q2
$207K Buy
6,140
+253
+4% +$8.53K ﹤0.01% 1847
2021
Q1
$225K Buy
5,887
+220
+4% +$8.41K ﹤0.01% 1659
2020
Q4
$250K Buy
+5,667
New +$250K ﹤0.01% 1571