Redwood Wealth Management Group’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-28,205
| Closed | -$254 | – | 1183 |
|
|
2024
Q2 | $254 | Buy |
+28,205
| New | +$254 | ﹤0.01% | 1116 |
|
|
2024
Q1 | – | Sell |
-32,255
| Closed | -$20.2K | – | 149 |
|
|
2023
Q4 | $20.2K | Sell |
32,255
-13,550
| -30% | -$8.49K | 0.02% | 136 |
|
|
2023
Q3 | $27.7K | Sell |
45,805
-100
| -0.2% | -$61 | 0.03% | 138 |
|
|
2023
Q2 | $51.9K | Buy |
45,905
+900
| +2% | +$1.02K | 0.06% | 140 |
|
|
2023
Q1 | $60.8K | Buy |
45,005
+4,155
| +10% | +$5.61K | 0.07% | 146 |
|
|
2022
Q4 | $76K | Buy |
+40,850
| New | +$76K | 0.09% | 129 |
|