Rockbridge Investment Management’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-100
| Closed | -$3K | – | 833 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 656 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 659 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 605 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 596 |
|
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 549 |
|
|
2020
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 546 |
|