Phoenix Wealth Advisors’s Invitae Corporation NVTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-248	Closed	-$7K	–	369
2021 Q3	$7K	Sell	248 -14,005	-98%	-$395K	0.01%	324
2021 Q2	$474K	Sell	14,253 -8,431	-37%	-$280K	0.34%	70
2021 Q1	$889K	Sell	22,684 -7,145	-24%	-$280K	0.69%	40
2020 Q4	$1.25M	Buy	+29,829	New	+$1.25M	0.95%	32