Aries Wealth Management’s Invitae Corporation NVTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,000	Closed	-$18.6K	–	199
2022 Q4	$18.6K	Sell	10,000 -2,000	-17%	-$3.72K	0.01%	186
2022 Q3	$31K	Buy	+12,000	New	+$31K	0.01%	180
2021 Q1	–	Sell	-4,000	Closed	-$205K	–	181
2020 Q4	$205K	Buy	+4,000	New	+$205K	0.1%	153