Sanders Morris Harris’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,560
| Closed | -$8.67K | – | 266 |
|
|
2023
Q3 | $8.67K | Hold |
12,560
| – | – | ﹤0.01% | 256 |
|
|
2023
Q2 | $14.7K | Buy |
+12,560
| New | +$14.7K | ﹤0.01% | 253 |
|
|
2023
Q1 | – | Sell |
-12,560
| Closed | -$23.4K | – | 253 |
|
|
2022
Q4 | $23.4K | Sell |
12,560
-2,000
| -14% | -$3.72K | 0.01% | 204 |
|
|
2022
Q3 | $37K | Hold |
14,560
| – | – | 0.01% | 286 |
|
|
2022
Q2 | $37K | Buy |
+14,560
| New | +$37K | 0.01% | 282 |
|
|
2021
Q3 | – | Sell |
-6,280
| Closed | -$209K | – | 334 |
|
|
2021
Q2 | $209K | Buy |
+6,280
| New | +$209K | 0.04% | 285 |
|