Mount Yale Investment Advisors’s Guardant Health GH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,807
| Closed | -$224K | – | 470 |
|
2021
Q2 | $224K | Hold |
1,807
| – | – | 0.03% | 387 |
|
2021
Q1 | $276K | Sell |
1,807
-11
| -0.6% | -$1.68K | 0.04% | 331 |
|
2020
Q4 | $234K | Sell |
1,818
-9
| -0.5% | -$1.16K | 0.03% | 349 |
|
2020
Q3 | $204K | Sell |
1,827
-982
| -35% | -$110K | 0.03% | 328 |
|
2020
Q2 | $228K | Buy |
+2,809
| New | +$228K | 0.04% | 292 |
|