Bank of Montreal’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-139,800
| Closed | -$278K | – | 3617 |
|
|
2022
Q4 | $278K | Buy |
+139,800
| New | +$278K | ﹤0.01% | 2550 |
|
|
2021
Q4 | – | Sell |
-73,990
| Closed | -$1.4M | – | 3593 |
|
|
2021
Q3 | $1.4M | Sell |
73,990
-3,692
| -5% | -$69.6K | ﹤0.01% | 2125 |
|
|
2021
Q2 | $2.06M | Buy |
77,682
+33,468
| +76% | +$887K | ﹤0.01% | 1928 |
|
|
2021
Q1 | $1.02M | Sell |
44,214
-27,645
| -38% | -$640K | ﹤0.01% | 1890 |
|
|
2020
Q4 | $2.73M | Sell |
71,859
-22,136
| -24% | -$839K | ﹤0.01% | 1423 |
|
|
2020
Q3 | $2.65M | Sell |
93,995
-20,713
| -18% | -$584K | ﹤0.01% | 1342 |
|
|
2020
Q2 | $1.74M | Sell |
114,708
-14,487
| -11% | -$219K | ﹤0.01% | 1479 |
|
|
2020
Q1 | $1.04M | Buy |
129,195
+128,071
| +11,394% | +$1.03M | ﹤0.01% | 1509 |
|
|
2019
Q4 | $12K | Buy |
+1,124
| New | +$12K | ﹤0.01% | 3985 |
|