Sugarloaf Wealth 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
Q4 | – | Sell |
-23
| Closed | -$1K | – | 880 |
|
|
2022
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 810 |
|
|
2022
Q2 | $0 | Hold |
23
| – | – | ﹤0.01% | 840 |
|
|
2022
Q1 | $0 | Hold |
23
| – | – | ﹤0.01% | 785 |
|
|
2021
Q4 | $0 | Hold |
23
| – | – | ﹤0.01% | 793 |
|
|
2021
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 740 |
|
|
2021
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 729 |
|
|
2021
Q1 | $1 | Hold |
23
| – | – | ﹤0.01% | 729 |
|
|
2020
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 700 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$1K | – | 734 |
|
|
2020
Q1 | $1K | Sell |
100
-10
| -9% | -$100 | ﹤0.01% | 668 |
|
|
2019
Q4 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 652 |
|