SevenBridge Financial Group’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-34,103
Closed -$84K 188
2022
Q3
$84K Sell
34,103
-4,496
-12% -$11.1K 0.03% 165
2022
Q2
$94K Sell
38,599
-1,621
-4% -$3.95K 0.04% 141
2022
Q1
$321K Sell
40,220
-4,093
-9% -$32.7K 0.11% 123
2021
Q4
$677K Buy
44,313
+70
+0.2% +$1.07K 0.2% 100
2021
Q3
$1.26M Sell
44,243
-1,584
-3% -$45K 0.42% 65
2021
Q2
$1.55M Buy
+45,827
New +$1.55M 0.5% 58