Sunbelt Securities’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-109
| Closed | -$1 | – | 1926 |
|
|
2024
Q2 | $1 | Hold |
109
| – | – | ﹤0.01% | 1764 |
|
|
2024
Q1 | $1 | Hold |
109
| – | – | ﹤0.01% | 1730 |
|
|
2023
Q4 | $68 | Hold |
109
| – | – | ﹤0.01% | 1667 |
|
|
2023
Q3 | $66 | Sell |
109
-106
| -49% | -$110 | ﹤0.01% | 1737 |
|
|
2023
Q2 | $243 | Buy |
215
+109
| +103% | +$137 | ﹤0.01% | 1621 |
|
|
2023
Q1 | $130 | Buy |
+106
| New | +$209 | ﹤0.01% | 1608 |
|