MA
NVTA

Montag & Associates’s Invitae Corporation NVTA Stock Holding History

Montag & Associates’s Portfolio NVTA Stock Details NVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,803
Closed -$51K – 924
2021
Q3 		$51K Buy
1,803
+438
+32% +$12.4K ﹤0.01% 562
2021
Q2 		$46K Buy
1,365
+191
+16% +$6.44K ﹤0.01% 565
2021
Q1 		$45K Sell
1,174
-672
-36% -$25.8K ﹤0.01% 572
2020
Q4 		$77K Buy
+1,846
New +$77K ﹤0.01% 493