Westside Investment Management’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 |
-200
| Closed | -$125 | – | 918 |
|
|
2023
Q4 | $125 | Sell |
200
-600
| -75% | -$375 | ﹤0.01% | 853 |
|
|
2023
Q3 | $484 | Hold |
800
| – | – | ﹤0.01% | 812 |
|
|
2023
Q2 | $904 | Hold |
800
| – | – | ﹤0.01% | 804 |
|
|
2023
Q1 | $1.08K | Hold |
800
| – | – | ﹤0.01% | 789 |
|
|
2022
Q4 | $1 | Sell |
800
-300
| -27% | – | ﹤0.01% | 796 |
|
|
2022
Q3 | $739 | Hold |
1,100
| – | – | ﹤0.01% | 277 |
|
|
2022
Q2 | $2.54K | Hold |
1,100
| – | – | 0.01% | 234 |
|
|
2022
Q1 | $2.55K | Hold |
1,100
| – | – | 0.01% | 233 |
|
|
2021
Q4 | $8.61K | Hold |
1,100
| – | – | 0.02% | 191 |
|
|
2021
Q3 | $8.62K | Hold |
1,100
| – | – | 0.02% | 192 |
|
|
2021
Q2 | $10.1K | Buy |
1,100
+600
| +120% | +$5.53K | 0.02% | 183 |
|
|
2021
Q1 | $11.5K | Buy |
+500
| New | +$11.5K | 0.03% | 166 |
|