UBS AM’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 |
-36,328
| Closed | -$298K | – | 2752 |
|
2022
Q1 | $298K | Hold |
36,328
| – | – | ﹤0.01% | 2599 |
|
2021
Q4 | $518K | Sell |
36,328
-3,008
| -8% | -$42.9K | ﹤0.01% | 2543 |
|
2021
Q3 | $757K | Sell |
39,336
-615
| -2% | -$11.8K | ﹤0.01% | 2301 |
|
2021
Q2 | $1.01M | Buy |
39,951
+10,251
| +35% | +$259K | ﹤0.01% | 2212 |
|
2021
Q1 | $731K | Buy |
29,700
+11,800
| +66% | +$290K | ﹤0.01% | 2226 |
|
2020
Q4 | $655K | Buy |
+17,900
| New | +$655K | ﹤0.01% | 2189 |
|
2019
Q4 | – | Sell |
-123,499
| Closed | -$1.81M | – | 2749 |
|
2019
Q3 | $1.81M | Sell |
123,499
-3,124
| -2% | -$45.8K | ﹤0.01% | 1651 |
|
2019
Q2 | $3.44M | Buy |
+126,623
| New | +$3.44M | ﹤0.01% | 1353 |
|