Pinnacle Wealth Management Group’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
-8,794
Closed -$250K 124
2021
Q3
$250K Sell
8,794
-800
-8% -$22.7K 0.19% 106
2021
Q2
$324K Buy
+9,594
New +$324K 0.24% 97