Carroll Financial Associates’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-200
| Closed | -$5K | – | 1919 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 1443 |
|
|
2021
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 1417 |
|
|
2020
Q4 | $7K | Sell |
200
-100
| -33% | -$3.5K | ﹤0.01% | 1202 |
|
|
2020
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 1163 |
|
|
2020
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 1307 |
|
|
2020
Q1 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 1314 |
|