Salem Investment Counselors’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-700
| Closed | -$439 | – | 1240 |
|
|
2023
Q4 | $439 | Hold |
700
| – | – | ﹤0.01% | 1059 |
|
|
2023
Q3 | $424 | Sell |
700
-1,700
| -71% | -$1.03K | ﹤0.01% | 1049 |
|
|
2023
Q2 | $2.71K | Sell |
2,400
-900
| -27% | -$1.02K | ﹤0.01% | 981 |
|
|
2023
Q1 | $4.46K | Sell |
3,300
-600
| -15% | -$810 | ﹤0.01% | 923 |
|
|
2022
Q4 | $7.25K | Hold |
3,900
| – | – | ﹤0.01% | 836 |
|
|
2022
Q3 | $10K | Sell |
3,900
-2,725
| -41% | -$6.99K | ﹤0.01% | 764 |
|
|
2022
Q2 | $16K | Sell |
6,625
-106
| -2% | -$256 | ﹤0.01% | 711 |
|
|
2022
Q1 | $54K | Buy |
6,731
+1,081
| +19% | +$8.67K | ﹤0.01% | 496 |
|
|
2021
Q4 | $86K | Buy |
5,650
+5,215
| +1,199% | +$79.4K | ﹤0.01% | 474 |
|
|
2021
Q3 | $12K | Buy |
+435
| New | +$12K | ﹤0.01% | 735 |
|