Venturi 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
2024 Q1	–	Sell	-1,300	Closed	-$815	–	1460
2023 Q4	$815	Hold	1,300	–	–	﹤0.01%	1346
2023 Q3	$787	Hold	1,300	–	–	﹤0.01%	1301
2023 Q2	$1.47K	Sell	1,300 -685	-35%	-$774	﹤0.01%	968
2023 Q1	$2.68K	Buy	+1,985	New	+$2.68K	﹤0.01%	948