TWA
NVTA

TCI Wealth Advisors’s Invitae Corporation NVTA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-534
Closed -$721 2436
2023
Q1
$721 Sell
534
-1,854
-78% -$2.5K ﹤0.01% 2157
2022
Q4
$4.44K Buy
2,388
+2,288
+2,288% +$4.26K ﹤0.01% 1604
2022
Q3
$0 Sell
100
-1,812
-95% ﹤0.01% 2664
2022
Q2
$5K Buy
1,912
+625
+49% +$1.63K ﹤0.01% 1563
2022
Q1
$10K Buy
1,287
+522
+68% +$4.06K ﹤0.01% 1127
2021
Q4
$12K Buy
765
+477
+166% +$7.48K ﹤0.01% 1062
2021
Q3
$8K Sell
288
-138
-32% -$3.83K ﹤0.01% 1297
2021
Q2
$14K Buy
426
+98
+30% +$3.22K ﹤0.01% 753
2021
Q1
$13K Buy
+328
New +$13K 0.01% 719