Toth Financial Advisory’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-385
| Closed | -$242 | – | 777 |
|
|
2023
Q4 | $242 | Hold |
385
| – | – | ﹤0.01% | 711 |
|
|
2023
Q3 | $233 | Hold |
385
| – | – | ﹤0.01% | 736 |
|
|
2023
Q2 | $436 | Hold |
385
| – | – | ﹤0.01% | 745 |
|
|
2023
Q1 | $520 | Hold |
385
| – | – | ﹤0.01% | 767 |
|
|
2022
Q4 | $716 | Hold |
385
| – | – | ﹤0.01% | 674 |
|
|
2022
Q3 | $1K | Hold |
385
| – | – | ﹤0.01% | 728 |
|
|
2022
Q2 | $1K | Hold |
385
| – | – | ﹤0.01% | 682 |
|
|
2022
Q1 | $3K | Hold |
385
| – | – | ﹤0.01% | 602 |
|
|
2021
Q4 | $6K | Hold |
385
| – | – | ﹤0.01% | 553 |
|
|
2021
Q3 | $11K | Sell |
385
-200
| -34% | -$5.71K | ﹤0.01% | 474 |
|
|
2021
Q2 | $20K | Hold |
585
| – | – | ﹤0.01% | 375 |
|
|
2021
Q1 | $22K | Buy |
585
+485
| +485% | +$18.2K | ﹤0.01% | 367 |
|
|
2020
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 480 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$2K | – | 530 |
|
|
2019
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 429 |
|