Wealth Effects’s Invitae Corporation NVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-48,130
Closed -$117K 200
2022
Q2
$117K Buy
48,130
+4,025
+9% +$9.78K 0.07% 178
2022
Q1
$352K Sell
44,105
-13,050
-23% -$104K 0.16% 125
2021
Q4
$873K Buy
+57,155
New +$873K 0.36% 61