Wealthcare Advisory Partners’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,130
| Closed | -$260K | – | 623 |
|
|
2021
Q3 | $260K | Buy |
9,130
+2,700
| +42% | +$76.9K | 0.02% | 457 |
|
|
2021
Q2 | $217K | Buy |
6,430
+5,600
| +675% | +$189K | 0.01% | 507 |
|
|
2021
Q1 | $32K | Buy |
+830
| New | +$32K | ﹤0.01% | 1043 |
|
|
2018
Q3 | – | Sell |
-5,000
| Closed | -$37K | – | 1321 |
|
|
2018
Q2 | $37K | Buy |
+5,000
| New | +$37K | 0.01% | 530 |
|