SteelPeak Wealth’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,706
| Closed | -$22K | – | 463 |
|
|
2022
Q1 | $22K | Sell |
2,706
-349
| -11% | -$2.84K | ﹤0.01% | 397 |
|
|
2021
Q4 | $47K | Sell |
3,055
-12,971
| -81% | -$200K | ﹤0.01% | 381 |
|
|
2021
Q3 | $456K | Sell |
16,026
-11,163
| -41% | -$318K | 0.03% | 253 |
|
|
2021
Q2 | $917K | Sell |
27,189
-863
| -3% | -$29.1K | 0.06% | 179 |
|
|
2021
Q1 | $1.07M | Buy |
28,052
+4,152
| +17% | +$159K | 0.08% | 146 |
|
|
2020
Q4 | $999K | Buy |
23,900
+17,891
| +298% | +$748K | 0.09% | 155 |
|
|
2020
Q3 | $260K | Buy |
+6,009
| New | +$260K | 0.03% | 224 |
|