Lindbrook Capital’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 |
-10,000
| Closed | -$90 | – | 2954 |
|
|
2024
Q2 | $90 | Hold |
10,000
| – | – | ﹤0.01% | 2719 |
|
|
2024
Q1 | $110 | Buy |
+10,000
| New | +$110 | ﹤0.01% | 2609 |
|
|
2023
Q1 | – | Sell |
-258
| Closed | -$480 | – | 2966 |
|
|
2022
Q4 | $480 | Buy |
258
+113
| +78% | +$210 | ﹤0.01% | 2607 |
|
|
2022
Q3 | $0 | Sell |
145
-494
| -77% | – | ﹤0.01% | 3007 |
|
|
2022
Q2 | $2K | Buy |
639
+516
| +420% | +$1.62K | ﹤0.01% | 2097 |
|
|
2022
Q1 | $1K | Buy |
123
+31
| +34% | +$252 | ﹤0.01% | 2431 |
|
|
2021
Q4 | $1K | Sell |
92
-56
| -38% | -$609 | ﹤0.01% | 2034 |
|
|
2021
Q3 | $4K | Buy |
148
+72
| +95% | +$1.95K | ﹤0.01% | 1360 |
|
|
2021
Q2 | $3K | Hold |
76
| – | – | ﹤0.01% | 1527 |
|
|
2021
Q1 | $3K | Sell |
76
-170
| -69% | -$6.71K | ﹤0.01% | 1479 |
|
|
2020
Q4 | $10K | Buy |
246
+20
| +9% | +$813 | ﹤0.01% | 926 |
|
|
2020
Q3 | $10K | Buy |
226
+150
| +197% | +$6.64K | ﹤0.01% | 852 |
|
|
2020
Q2 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 1467 |
|