Pathstone Family Office’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $95.6K | Buy |
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|
2023
Q2 | $91.9K | Sell |
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|
2023
Q1 | $112K | Buy |
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|
2022
Q4 | $133K | Sell |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $166K | Sell |
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|
2022
Q1 | $572K | Buy |
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|
2021
Q4 | $228K | Sell |
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|
2021
Q3 | $917K | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $333K | Buy |
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|
2020
Q4 | $230K | Hold |
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|
2020
Q3 | $238K | Hold |
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|
2020
Q2 | $167K | Hold |
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|
2020
Q1 | $75K | Buy |
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|
2019
Q4 | $532K | Buy |
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|
2019
Q3 | $48K | Buy |
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|
2019
Q2 | $18K | Buy |
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