LPL Financial’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $187K | Sell |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q4 | $609K | Sell |
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|
2022
Q3 | $841K | Buy |
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|
2022
Q2 | $806K | Buy |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $2.38M | Sell |
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|
2021
Q3 | $5.08M | Sell |
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|
2021
Q2 | $6.65M | Buy |
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|
2021
Q1 | $7.03M | Buy |
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|
2020
Q4 | $6.5M | Buy |
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|
2020
Q3 | $5.37M | Buy |
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|
2020
Q2 | $3.23M | Sell |
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.29M | Buy |
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|
2019
Q2 | $944K | Buy |
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|
2019
Q1 | $646K | Sell |
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|
2018
Q4 | $317K | Buy |
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|
2018
Q3 | $415K | Sell |
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|
2018
Q2 | $249K | Sell |
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|
2018
Q1 | $262K | Buy |
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|
2017
Q4 | $496K | Buy |
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|
2017
Q3 | $408K | Buy |
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|
2017
Q2 | $377K | Buy |
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|
2017
Q1 | $143K | Sell |
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|
2016
Q4 | $125K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $141K | Sell |
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|
2015
Q4 | $336K | Buy |
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|
2015
Q3 | $92K | Buy |
|