NIA Impact Advisors’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,505
| Closed | -$14.2K | – | 59 |
|
|
2023
Q1 | $14.2K | Sell |
10,505
-6,364
| -38% | -$8.59K | 0.01% | 60 |
|
|
2022
Q4 | $31.4K | Sell |
16,869
-12,202
| -42% | -$22.7K | 0.02% | 58 |
|
|
2022
Q3 | $72K | Sell |
29,071
-94,369
| -76% | -$234K | 0.04% | 61 |
|
|
2022
Q2 | $301K | Sell |
123,440
-69,100
| -36% | -$168K | 0.18% | 62 |
|
|
2022
Q1 | $1.54M | Buy |
192,540
+64,376
| +50% | +$513K | 0.74% | 46 |
|
|
2021
Q4 | $1.43M | Buy |
128,164
+18,384
| +17% | +$205K | 0.76% | 43 |
|
|
2021
Q3 | $3.12M | Buy |
+109,780
| New | +$3.12M | 1.33% | 31 |
|