Scholtz & Company’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 |
-13,570
| Closed | -$386K | – | 73 |
|
|
2021
Q3 | $386K | Sell |
13,570
-6,130
| -31% | -$174K | 0.14% | 52 |
|
|
2021
Q2 | $664K | Buy |
19,700
+4,765
| +32% | +$161K | 0.23% | 50 |
|
|
2021
Q1 | $571K | Buy |
14,935
+8,055
| +117% | +$308K | 0.22% | 50 |
|
|
2020
Q4 | $288K | Buy |
6,880
+850
| +14% | +$35.6K | 0.11% | 67 |
|
|
2020
Q3 | $261K | Buy |
+6,030
| New | +$261K | 0.11% | 63 |
|