Sterling Investment Advisors (Pennsylvania)’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 |
-1,000
| Closed | -$8K | – | 644 |
|
|
2022
Q1 | $8K | Buy |
1,000
+360
| +56% | +$2.88K | ﹤0.01% | 468 |
|
|
2021
Q4 | $10K | Hold |
640
| – | – | ﹤0.01% | 444 |
|
|
2021
Q3 | $18K | Hold |
640
| – | – | 0.01% | 373 |
|
|
2021
Q2 | $22K | Sell |
640
-27,860
| -98% | -$958K | 0.01% | 346 |
|
|
2021
Q1 | $1.09M | Buy |
28,500
+1,105
| +4% | +$42.2K | 0.35% | 77 |
|
|
2020
Q4 | $1.15M | Sell |
27,395
-950
| -3% | -$39.7K | 0.39% | 69 |
|
|
2020
Q3 | $1.23M | Buy |
28,345
+21,545
| +317% | +$934K | 0.47% | 62 |
|
|
2020
Q2 | $205K | Buy |
+6,800
| New | +$205K | 0.09% | 124 |
|