UMB Bank’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-789
| Closed | -$1.07K | – | 1758 |
|
2023
Q1 | $1.07K | Hold |
789
| – | – | ﹤0.01% | 1592 |
|
2022
Q4 | $1K | Sell |
789
-359
| -31% | -$455 | ﹤0.01% | 1688 |
|
2022
Q3 | $3K | Sell |
1,148
-304
| -21% | -$794 | ﹤0.01% | 1568 |
|
2022
Q2 | $4K | Buy |
1,452
+359
| +33% | +$989 | ﹤0.01% | 1644 |
|
2022
Q1 | $9K | Buy |
1,093
+789
| +260% | +$6.5K | ﹤0.01% | 1531 |
|
2021
Q4 | $5K | Buy |
+304
| New | +$5K | ﹤0.01% | 1655 |
|