OTA Financial Group’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-32,600
| Closed | -$497K | – | 122 |
|
|
2021
Q4 | $497K | Hold |
32,600
| – | – | 0.34% | 38 |
|
|
2021
Q3 | $926K | Hold |
32,600
| – | – | 1.12% | 19 |
|
|
2021
Q2 | $1.1M | Sell |
32,600
-29,900
| -48% | -$1.01M | 1.22% | 21 |
|
|
2021
Q1 | $2.39M | Buy |
+62,500
| New | +$2.39M | 1.91% | 9 |
|
|
2020
Q3 | – | Sell |
-12,877
| Closed | -$390K | – | 78 |
|
|
2020
Q2 | $390K | Sell |
12,877
-4,800
| -27% | -$145K | 0.44% | 31 |
|
|
2020
Q1 | $241K | Buy |
+17,677
| New | +$241K | 0.3% | 38 |
|