Operose 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
Q2 | – | Sell |
-4,000
| Closed | -$44 | – | 613 |
|
|
2024
Q1 | $44 | Hold |
4,000
| – | – | ﹤0.01% | 649 |
|
|
2023
Q4 | $2.51K | Hold |
4,000
| – | – | ﹤0.01% | 552 |
|
|
2023
Q3 | $2.42K | Hold |
4,000
| – | – | ﹤0.01% | 696 |
|
|
2023
Q2 | $4.52K | Hold |
4,000
| – | – | ﹤0.01% | 317 |
|
|
2023
Q1 | $5.4K | Hold |
4,000
| – | – | ﹤0.01% | 294 |
|
|
2022
Q4 | $7.44K | Hold |
4,000
| – | – | ﹤0.01% | 303 |
|
|
2022
Q3 | $10K | Hold |
4,000
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $10K | Hold |
4,000
| – | – | 0.01% | 240 |
|
|
2022
Q1 | $32K | Buy |
+4,000
| New | +$32K | 0.02% | 181 |
|