Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24,440
| Closed | -$15.3K | – | 938 |
|
|
2023
Q4 | $15.3K | Buy |
24,440
+12,700
| +108% | +$7.96K | 0.01% | 546 |
|
|
2023
Q3 | $7K | Buy |
11,740
+3,000
| +34% | +$1.79K | ﹤0.01% | 669 |
|
|
2023
Q2 | $10K | Buy |
+8,740
| New | +$10K | 0.01% | 618 |
|
|
2022
Q4 | $10K | Hold |
5,240
| – | – | 0.01% | 560 |
|
|
2022
Q3 | $13K | Hold |
5,240
| – | – | 0.01% | 505 |
|
|
2022
Q2 | $13K | Buy |
5,240
+2,500
| +91% | +$6.2K | 0.01% | 512 |
|
|
2022
Q1 | $22K | Hold |
2,740
| – | – | 0.01% | 462 |
|
|
2021
Q4 | $42K | Buy |
+2,740
| New | +$42K | 0.02% | 381 |
|