NewEdge Advisors’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 |
-15,199
| Closed | -$6.67K | – | 4016 |
|
2023
Q4 | $6.67K | Buy |
15,199
+13,624
| +865% | +$5.98K | ﹤0.01% | 3015 |
|
2023
Q3 | $953 | Hold |
1,575
| – | – | ﹤0.01% | 3181 |
|
2023
Q2 | $1.78K | Sell |
1,575
-458
| -23% | -$518 | ﹤0.01% | 3124 |
|
2023
Q1 | $2.75K | Sell |
2,033
-3,791
| -65% | -$5.12K | ﹤0.01% | 2957 |
|
2022
Q4 | $7.06K | Buy |
+5,824
| New | +$7.06K | ﹤0.01% | 2475 |
|