MWM
NVTA

Modera Wealth Management’s Invitae Corporation NVTA Stock Holding History

Modera Wealth Management’s Portfolio NVTA Stock Details NVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-62,396
Closed -$39.1K – 582
2023
Q4 		$39.1K Hold
62,396
– – ﹤0.01% 520
2023
Q3 		$37.8K Buy
62,396
+11,465
+23% +$6.94K ﹤0.01% 541
2023
Q2 		$57.6K Buy
50,931
+39,611
+350% +$44.8K ﹤0.01% 553
2023
Q1 		$15.3K Buy
+11,320
New +$15.3K ﹤0.01% 357