One Wealth 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
Q1 | – | Sell |
-9,466
| Closed | -$17.6K | – | 625 |
|
|
2022
Q4 | $17.6K | Sell |
9,466
-3,000
| -24% | -$5.58K | ﹤0.01% | 552 |
|
|
2022
Q3 | $31K | Hold |
12,466
| – | – | 0.01% | 176 |
|
|
2022
Q2 | $30K | Sell |
12,466
-1,000
| -7% | -$2.41K | 0.01% | 188 |
|
|
2022
Q1 | $107K | Hold |
13,466
| – | – | 0.03% | 198 |
|
|
2021
Q4 | $206K | Hold |
13,466
| – | – | 0.05% | 190 |
|
|
2021
Q3 | $383K | Buy |
+13,466
| New | +$383K | 0.11% | 115 |
|