Steward Partners Investment Advisory’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$198 | – | 3396 |
|
|
2022
Q4 | $198 | Hold |
100
| – | – | ﹤0.01% | 3261 |
|
|
2022
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 3351 |
|
|
2022
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 3343 |
|
|
2022
Q1 | $1K | Sell |
100
-5
| -5% | -$50 | ﹤0.01% | 3216 |
|
|
2021
Q4 | $1K | Hold |
105
| – | – | ﹤0.01% | 3118 |
|
|
2021
Q3 | $2K | Hold |
105
| – | – | ﹤0.01% | 3004 |
|
|
2021
Q2 | $3K | Buy |
105
+5
| +5% | +$143 | ﹤0.01% | 6790 |
|
|
2021
Q1 | $2.46K | Hold |
100
| – | – | ﹤0.01% | 3187 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2581 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2591 |
|
|
2020
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2598 |
|