Gladstone Institutional Advisory’s Personalis PSNL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-11,500
Closed -$221K 623
2021
Q3
$221K Hold
11,500
0.02% 496
2021
Q2
$291K Sell
11,500
-500
-4% -$12.7K 0.03% 407
2021
Q1
$295K Sell
12,000
-1,550
-11% -$38.1K 0.05% 321
2020
Q4
$496K Buy
+13,550
New +$496K 0.1% 163