West Branch Capital’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-121
| Closed | -$76 | – | 454 |
|
|
2023
Q4 | $76 | Hold |
121
| – | – | ﹤0.01% | 438 |
|
|
2023
Q3 | $74 | Hold |
121
| – | – | ﹤0.01% | 435 |
|
|
2023
Q2 | $137 | Hold |
121
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $164 | Hold |
121
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $225 | Hold |
121
| – | – | ﹤0.01% | 436 |
|
|
2022
Q3 | $0 | Hold |
121
| – | – | ﹤0.01% | 483 |
|
|
2022
Q2 | $0 | Hold |
121
| – | – | ﹤0.01% | 466 |
|
|
2022
Q1 | $1K | Hold |
121
| – | – | ﹤0.01% | 417 |
|
|
2021
Q4 | $2K | Hold |
121
| – | – | ﹤0.01% | 421 |
|
|
2021
Q3 | $3K | Hold |
121
| – | – | ﹤0.01% | 385 |
|
|
2021
Q2 | $4K | Buy |
+121
| New | +$4K | ﹤0.01% | 392 |
|