Vigilare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,195
| Closed | -$15.1K | – | 106 |
|
|
2023
Q1 | $15.1K | Buy |
+11,195
| New | +$15.1K | 0.01% | 104 |
|
|
2022
Q4 | – | Sell |
-12,110
| Closed | -$30K | – | 117 |
|
|
2022
Q3 | $30K | Buy |
+12,110
| New | +$30K | 0.04% | 104 |
|
|
2022
Q1 | – | Sell |
-36,220
| Closed | -$553K | – | 182 |
|
|
2021
Q4 | $553K | Buy |
36,220
+15,930
| +79% | +$243K | 0.33% | 80 |
|
|
2021
Q3 | $577K | Buy |
20,290
+5,565
| +38% | +$158K | 0.36% | 76 |
|
|
2021
Q2 | $497K | Buy |
+14,725
| New | +$497K | 0.3% | 92 |
|