Shelton Capital Management’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-37,624
| Closed | -$112K | – | 718 |
|
|
2022
Q3 | $112K | Sell |
37,624
-6,300
| -14% | -$18.8K | 0.01% | 672 |
|
|
2022
Q2 | $152K | Hold |
43,924
| – | – | 0.01% | 692 |
|
|
2022
Q1 | $360K | Sell |
43,924
-53,076
| -55% | -$435K | 0.01% | 462 |
|
|
2021
Q4 | $1.38M | Buy |
97,000
+12,000
| +14% | +$171K | 0.05% | 254 |
|
|
2021
Q3 | $1.64M | Buy |
85,000
+35,000
| +70% | +$673K | 0.06% | 241 |
|
|
2021
Q2 | $1.27M | Hold |
50,000
| – | – | 0.05% | 258 |
|
|
2021
Q1 | $1.23M | Buy |
+50,000
| New | +$1.23M | 0.04% | 273 |
|