Institutional & Family Asset Management’s Privia Health PRVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-19	Closed	-$496	–	749
2023 Q2	$496	Buy	19 +10	+111%	+$261	﹤0.01%	683
2023 Q1	$248	Hold	9	–	–	﹤0.01%	705
2022 Q4	$204	Hold	9	–	–	﹤0.01%	696
2022 Q3	$0	Buy	+9	New	–	﹤0.01%	760