WR Wealth Planners’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.94K | Hold |
1,200
| – | – | ﹤0.01% | 639 |
|
|
2024
Q3 | $6.46K | Hold |
1,200
| – | – | ﹤0.01% | 698 |
|
|
2024
Q2 | $1.4K | Hold |
1,200
| – | – | ﹤0.01% | 930 |
|
|
2024
Q1 | $1.79K | Buy |
+1,200
| New | +$1.79K | ﹤0.01% | 892 |
|
|
2023
Q4 | – | Sell |
-1,200
| Closed | -$1.45K | – | 682 |
|
|
2023
Q3 | $1.45K | Hold |
1,200
| – | – | ﹤0.01% | 806 |
|
|
2023
Q2 | $2.26K | Sell |
1,200
-500
| -29% | -$940 | ﹤0.01% | 760 |
|
|
2023
Q1 | $4.69K | Buy |
+1,700
| New | +$4.69K | ﹤0.01% | 687 |
|