WR Wealth Planners’s Personalis PSNL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$6.94K Hold
2024
Q3
$6.46K Hold
2024
Q2
$1.4K Hold
2024
Q1
$1.79K Buy
2023
Q4
Sell
2023
Q3
$1.45K Hold
2023
Q2
$2.26K Sell
2023
Q1
$4.69K Buy