Larson Financial Group’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-886
| Closed | -$555 | – | 1911 |
|
|
2023
Q4 | $555 | Hold |
886
| – | – | ﹤0.01% | 1559 |
|
|
2023
Q3 | $536 | Buy |
886
+777
| +713% | +$470 | ﹤0.01% | 1570 |
|
|
2023
Q2 | $123 | Hold |
109
| – | – | ﹤0.01% | 1509 |
|
|
2023
Q1 | $147 | Hold |
109
| – | – | ﹤0.01% | 1479 |
|
|
2022
Q4 | $203 | Hold |
109
| – | – | ﹤0.01% | 1421 |
|
|
2022
Q3 | $0 | Hold |
109
| – | – | ﹤0.01% | 1429 |
|
|
2022
Q2 | $0 | Hold |
109
| – | – | ﹤0.01% | 1314 |
|
|
2022
Q1 | $1K | Hold |
109
| – | – | ﹤0.01% | 1014 |
|
|
2021
Q4 | $2K | Hold |
109
| – | – | ﹤0.01% | 980 |
|
|
2021
Q3 | $3K | Hold |
109
| – | – | ﹤0.01% | 760 |
|
|
2021
Q2 | $4K | Buy |
+109
| New | +$4K | ﹤0.01% | 668 |
|
|
2021
Q1 | – | Sell |
-302
| Closed | -$13K | – | 944 |
|
|
2020
Q4 | $13K | Buy |
302
+50
| +20% | +$2.15K | ﹤0.01% | 461 |
|
|
2020
Q3 | $11K | Buy |
252
+70
| +38% | +$3.06K | ﹤0.01% | 430 |
|
|
2020
Q2 | $6K | Buy |
+182
| New | +$6K | ﹤0.01% | 468 |
|