Strategic Asset Management’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$12K Buy
5,000
+700
+16% +$1.68K 0.02% 346
2022
Q2
$10K Buy
4,300
+1,000
+30% +$2.33K 0.02% 386
2022
Q1
$26K Buy
3,300
+700
+27% +$5.52K 0.04% 245
2021
Q4
$40K Buy
2,600
+300
+13% +$4.62K 0.06% 185
2021
Q3
$61K Buy
+2,300
New +$61K 0.09% 133