Steward 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $0 | Buy |
+706
| New | – | ﹤0.01% | 1618 |
|
|
2023
Q2 | – | Sell |
-706
| Closed | – | – | 1072 |
|
|
2023
Q1 | $0 | Sell |
706
-150
| -18% | – | ﹤0.01% | 959 |
|
|
2022
Q4 | $1K | Buy |
+856
| New | +$1K | ﹤0.01% | 504 |
|
|
2022
Q3 | – | Sell |
-856
| Closed | -$2K | – | 1427 |
|
|
2022
Q2 | $2K | Hold |
856
| – | – | ﹤0.01% | 630 |
|
|
2022
Q1 | $6K | Hold |
856
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $13K | Buy |
+856
| New | +$13K | 0.01% | 142 |
|