Simplicity Solutions’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,642
| Closed | -$316K | – | 652 |
|
|
2021
Q4 | $316K | Buy |
20,642
+10,678
| +107% | +$163K | 0.04% | 446 |
|
|
2021
Q3 | $283K | Buy |
9,964
+1,791
| +22% | +$50.9K | 0.04% | 461 |
|
|
2021
Q2 | $276K | Sell |
8,173
-2,640
| -24% | -$89.2K | 0.05% | 409 |
|
|
2021
Q1 | $413K | Buy |
+10,813
| New | +$413K | 0.09% | 241 |
|
|
2020
Q3 | – | Sell |
-56,416
| Closed | -$1.71M | – | 966 |
|
|
2020
Q2 | $1.71M | Buy |
+56,416
| New | +$1.71M | 0.03% | 340 |
|