Veritable’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,634
| Closed | -$21.1K | – | 884 |
|
|
2023
Q2 | $21.1K | Hold |
18,634
| – | – | ﹤0.01% | 886 |
|
|
2023
Q1 | $25.2K | Buy |
+18,634
| New | +$25.2K | ﹤0.01% | 886 |
|
|
2021
Q4 | – | Sell |
-9,817
| Closed | -$279K | – | 932 |
|
|
2021
Q3 | $279K | Hold |
9,817
| – | – | ﹤0.01% | 713 |
|
|
2021
Q2 | $331K | Buy |
+9,817
| New | +$331K | 0.01% | 648 |
|