CAPTRUST Financial Advisors’s Personalis PSNL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-80
| Closed | -$1K | – | 5088 |
|
|
2022
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 4734 |
|
|
2021
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 4618 |
|
|
2021
Q3 | $2K | Sell |
80
-126
| -61% | -$3.15K | ﹤0.01% | 4291 |
|
|
2021
Q2 | $5K | Buy |
206
+126
| +158% | +$3.06K | ﹤0.01% | 3871 |
|
|
2021
Q1 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 4068 |
|