Summit Wealth & Retirement Planning’s Guardant Health GH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,362
| Closed | -$235K | – | 113 |
|
|
2022
Q3 | $235K | Buy |
+4,362
| New | +$235K | 0.09% | 97 |
|
|
2022
Q2 | – | Sell |
-4,417
| Closed | -$293K | – | 114 |
|
|
2022
Q1 | $293K | Sell |
4,417
-145
| -3% | -$9.62K | 0.1% | 85 |
|
|
2021
Q4 | $456K | Sell |
4,562
-174
| -4% | -$17.4K | 0.16% | 65 |
|
|
2021
Q3 | $592K | Buy |
4,736
+95
| +2% | +$11.9K | 0.22% | 55 |
|
|
2021
Q2 | $576K | Sell |
4,641
-111
| -2% | -$13.8K | 0.21% | 59 |
|
|
2021
Q1 | $725K | Sell |
4,752
-2,688
| -36% | -$410K | 0.27% | 57 |
|
|
2020
Q4 | $959K | Sell |
7,440
-100
| -1% | -$12.9K | 0.36% | 50 |
|
|
2020
Q3 | $843K | Sell |
7,540
-445
| -6% | -$49.8K | 0.36% | 49 |
|
|
2020
Q2 | $648K | Sell |
7,985
-250
| -3% | -$20.3K | 0.3% | 62 |
|
|
2020
Q1 | $573K | Buy |
8,235
+410
| +5% | +$28.5K | 0.31% | 63 |
|
|
2019
Q4 | $611K | Buy |
+7,825
| New | +$611K | 0.27% | 73 |
|