Meridian Wealth Management’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 |
-11,150
| Closed | -$6.99K | – | 603 |
|
|
2023
Q4 | $6.99K | Hold |
11,150
| – | – | ﹤0.01% | 592 |
|
|
2023
Q3 | $6.75K | Hold |
11,150
| – | – | ﹤0.01% | 538 |
|
|
2023
Q2 | $12.6K | Hold |
11,150
| – | – | ﹤0.01% | 543 |
|
|
2023
Q1 | $15.1K | Buy |
+11,150
| New | +$15.1K | ﹤0.01% | 541 |
|
|
2021
Q4 | – | Sell |
-8,667
| Closed | -$246K | – | 423 |
|
|
2021
Q3 | $246K | Buy |
8,667
+1,000
| +13% | +$28.4K | 0.03% | 341 |
|
|
2021
Q2 | $259K | Buy |
7,667
+65
| +0.9% | +$2.2K | 0.03% | 328 |
|
|
2021
Q1 | $290K | Buy |
7,602
+1,766
| +30% | +$67.4K | 0.04% | 282 |
|
|
2020
Q4 | $244K | Buy |
+5,836
| New | +$244K | 0.04% | 287 |
|