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