Pathstone Family Office’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $44.9K | Buy |
37,081
+22,204
| +149% | +$26.9K | ﹤0.01% | 1626 |
|
|
2023
Q2 | $28K | Sell |
14,877
-891
| -6% | -$1.68K | ﹤0.01% | 1220 |
|
|
2023
Q1 | $43.5K | Sell |
15,768
-18,850
| -54% | -$52K | ﹤0.01% | 1159 |
|
|
2022
Q4 | $68.5K | Sell |
34,618
-912
| -3% | -$1.81K | ﹤0.01% | 1452 |
|
|
2022
Q3 | $106K | Buy |
35,530
+17,209
| +94% | +$51.2K | ﹤0.01% | 1401 |
|
|
2022
Q2 | $63.2K | Buy |
+18,321
| New | +$63.2K | ﹤0.01% | 1009 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$18K | – | 1161 |
|
|
2020
Q4 | $18K | Buy |
+500
| New | +$18K | ﹤0.01% | 723 |
|