Kozak & Associates’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,483
| Closed | -$2 | – | 415 |
|
|
2024
Q2 | $2 | Hold |
5,483
| – | – | ﹤0.01% | 387 |
|
|
2024
Q1 | $11 | Hold |
5,483
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $2.74K | Buy |
5,483
+4,838
| +750% | +$2.42K | ﹤0.01% | 302 |
|
|
2023
Q3 | $429 | Hold |
645
| – | – | ﹤0.01% | 369 |
|
|
2023
Q2 | $755 | Hold |
645
| – | – | ﹤0.01% | 338 |
|
|
2023
Q1 | $871 | Hold |
645
| – | – | ﹤0.01% | 324 |
|
|
2022
Q4 | $1K | Hold |
645
| – | – | ﹤0.01% | 329 |
|
|
2022
Q3 | $1K | Hold |
645
| – | – | ﹤0.01% | 325 |
|
|
2022
Q2 | $2K | Hold |
645
| – | – | ﹤0.01% | 348 |
|
|
2022
Q1 | $5K | Hold |
645
| – | – | ﹤0.01% | 316 |
|
|
2021
Q4 | $5K | Hold |
645
| – | – | ﹤0.01% | 316 |
|
|
2021
Q3 | $14K | Buy |
+645
| New | +$14K | 0.01% | 223 |
|