Regal Investment Advisors’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 |
-21,566
| Closed | -$329K | – | 579 |
|
|
2021
Q4 | $329K | Buy |
21,566
+8,495
| +65% | +$130K | 0.03% | 406 |
|
|
2021
Q3 | $372K | Buy |
13,071
+626
| +5% | +$17.8K | 0.04% | 375 |
|
|
2021
Q2 | $420K | Buy |
+12,445
| New | +$420K | 0.04% | 355 |
|
|
2021
Q1 | – | Sell |
-8,964
| Closed | -$375K | – | 459 |
|
|
2020
Q4 | $375K | Buy |
+8,964
| New | +$375K | 0.04% | 323 |
|