IFP Advisors’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-124
| Closed | -$3.53K | – | 3549 |
|
|
2023
Q1 | $3.53K | Hold |
124
| – | – | ﹤0.01% | 2701 |
|
|
2022
Q4 | $4K | Buy |
+124
| New | +$4K | ﹤0.01% | 3925 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$3K | – | 4267 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2628 |
|
|
2021
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2670 |
|
|
2020
Q4 | $4K | Sell |
100
-175
| -64% | -$7K | ﹤0.01% | 2407 |
|
|
2020
Q3 | $6K | Buy |
+275
| New | +$6K | ﹤0.01% | 2102 |
|