KeyBank National Association’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 |
-7,450
| Closed | -$212K | – | 1108 |
|
|
2021
Q3 | $212K | Sell |
7,450
-959
| -11% | -$27.3K | ﹤0.01% | 1016 |
|
|
2021
Q2 | $284K | Sell |
8,409
-997
| -11% | -$33.7K | ﹤0.01% | 954 |
|
|
2021
Q1 | $359K | Buy |
9,406
+1,472
| +19% | +$56.2K | ﹤0.01% | 874 |
|
|
2020
Q4 | $332K | Buy |
7,934
+500
| +7% | +$20.9K | ﹤0.01% | 878 |
|
|
2020
Q3 | $322K | Hold |
7,434
| – | – | ﹤0.01% | 822 |
|
|
2020
Q2 | $225K | Buy |
+7,434
| New | +$225K | ﹤0.01% | 876 |
|