AWM
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Avitas Wealth Management’s NeoGenomics NEO Stock Holding History

Avitas Wealth Management’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-15,541
Closed -$750K – 215
2021
Q1 		$750K Buy
15,541
+2,966
+24% +$154K 0.15% 159
2020
Q4 		$677K Buy
12,575
+398
+3% +$18K 0.14% 171
2020
Q3 		$449K Buy
12,177
+623
+5% +$23.2K 0.13% 152
2020
Q2 		$358K Sell
11,554
-79
-0.7% -$2.19K 0.12% 141
2020
Q1 		$321K Buy
+11,633
New +$348K 0.15% 115

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