Raymond James & Associates’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,793
| Closed | -$97K | – | 3975 |
|
|
2022
Q1 | $97K | Sell |
11,793
-390
| -3% | -$3.21K | ﹤0.01% | 3773 |
|
|
2021
Q4 | $174K | Sell |
12,183
-30,905
| -72% | -$441K | ﹤0.01% | 3709 |
|
|
2021
Q3 | $829K | Buy |
43,088
+2,191
| +5% | +$42.2K | ﹤0.01% | 2700 |
|
|
2021
Q2 | $1.04M | Buy |
+40,897
| New | +$1.04M | ﹤0.01% | 2567 |
|
|
2021
Q1 | – | Sell |
-15,526
| Closed | -$568K | – | 3892 |
|
|
2020
Q4 | $568K | Buy |
+15,526
| New | +$568K | ﹤0.01% | 2709 |
|