Rehmann Capital Advisory Group’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,919
| Closed | -$379K | – | 563 |
|
|
2021
Q1 | $379K | Buy |
9,919
+9,529
| +2,443% | +$364K | 0.04% | 353 |
|
|
2020
Q4 | $259K | Buy |
+390
| New | +$259K | 0.03% | 403 |
|
|
2020
Q2 | – | Sell |
-23,482
| Closed | -$321K | – | 453 |
|
|
2020
Q1 | $321K | Buy |
+23,482
| New | +$321K | 0.05% | 268 |
|
|
2019
Q3 | $751K | Buy |
+38,995
| New | +$751K | 0.09% | 116 |
|