Ladenburg Thalmann Financial Services’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $136K | Sell |
8,483
-2,304
| -21% | -$36.9K | ﹤0.01% | 2802 |
|
|
2019
Q3 | $208K | Buy |
10,787
+6,919
| +179% | +$133K | ﹤0.01% | 2432 |
|
|
2019
Q2 | $91K | Sell |
3,868
-1,750
| -31% | -$41.2K | ﹤0.01% | 3038 |
|
|
2019
Q1 | $131K | Buy |
5,618
+800
| +17% | +$18.7K | ﹤0.01% | 2710 |
|
|
2018
Q4 | $53K | Sell |
4,818
-1,951
| -29% | -$21.5K | ﹤0.01% | 3206 |
|
|
2018
Q3 | $113K | Buy |
6,769
+2,701
| +66% | +$45.1K | ﹤0.01% | 2733 |
|
|
2018
Q2 | $19K | Hold |
4,068
| – | – | ﹤0.01% | 3869 |
|
|
2018
Q1 | $19K | Buy |
4,068
+1,615
| +66% | +$7.54K | ﹤0.01% | 3869 |
|
|
2017
Q4 | $22K | Hold |
2,453
| – | – | ﹤0.01% | 3740 |
|
|
2017
Q3 | $23K | Buy |
2,453
+2,000
| +442% | +$18.8K | ﹤0.01% | 3605 |
|
|
2017
Q2 | $4K | Hold |
453
| – | – | ﹤0.01% | 4416 |
|
|
2017
Q1 | $5K | Hold |
453
| – | – | ﹤0.01% | 4334 |
|
|
2016
Q4 | $4K | Hold |
453
| – | – | ﹤0.01% | 4350 |
|
|
2016
Q3 | $4K | Hold |
453
| – | – | ﹤0.01% | 4299 |
|
|
2016
Q2 | $3K | Buy |
+453
| New | +$3K | ﹤0.01% | 4321 |
|