Winslow Evans & Crocker’s Invitae Corporation NVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $91K | Buy |
2,170
+1,500
| +224% | +$62.9K | 0.02% | 459 |
|
|
2020
Q3 | $29K | Hold |
670
| – | – | 0.01% | 561 |
|
|
2020
Q2 | $20K | Hold |
670
| – | – | 0.01% | 618 |
|
|
2020
Q1 | $10K | Hold |
670
| – | – | ﹤0.01% | 723 |
|
|
2019
Q4 | $12K | Buy |
670
+170
| +34% | +$3.05K | ﹤0.01% | 800 |
|
|
2019
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 830 |
|
|
2019
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 798 |
|
|
2019
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 793 |
|
|
2018
Q4 | $6K | Sell |
500
-3,000
| -86% | -$36K | ﹤0.01% | 907 |
|
|
2018
Q3 | $60K | Hold |
3,500
| – | – | 0.02% | 452 |
|
|
2018
Q2 | $26K | Buy |
3,500
+1,000
| +40% | +$7.43K | 0.01% | 630 |
|
|
2018
Q1 | $11.7K | Hold |
2,500
| – | – | ﹤0.01% | 754 |
|
|
2017
Q4 | $22.7K | Hold |
2,500
| – | – | 0.01% | 633 |
|
|
2017
Q3 | $23.4K | Buy |
+2,500
| New | +$23.4K | 0.01% | 624 |
|