Methodology: each issue's direction is a live signal — long/short opens or holds a position, neutral means flat, and every direction change opens, flips, or closes it. Returns are direction-aware (a short gains when the price falls) and compound across positions from first observation to the latest issue. "Price move" is the stock's own raw change, shown separately. Neither represents actual portfolio performance.
Brief History (14 issues)
Down 1.27% but holding 3.5% above the 50-day and 36% above the 200-day, +40.4% YTD. 29 analysts target $174.61 for 21.6% upside, with the healthcare rotation providing support — continue holding
Position: -0.4% in a low-volume digestion of the +16.7% month — liquid-biopsy fundamentals unchanged, hold
Digesting a +15% month with a -5.3% week — nothing changed in the liquid-biopsy fundamentals, hold
Up 0.56% to $155.9. UnitedHealth covers Shield from 8/1, a 27th FDA companion-diagnostic approval lands, RBC initiates at a street-high $185. The -4.9% week is routine digestion after a 25% run since 6/8 — stay long.
Down 4.9% to $155.00 — routine turbulence for a position up 19.1% on the month; holding
Up 1.8% to a swing high at $162.96, +20.7% on the month; holding
Down 1.0% to $158.40 — benign consolidation after a 19% month, still above the 20-day; holding
Down 2.5% with XBI; -6.9% on the week against a +23% month — holding above the 20-day ($146)
Up 5.1%, recovering the pullback and pressing 52-week highs; the two-day shakeout is done — the Shield volume story holds
Down 4.1%, a second day of give-back digesting overbought reads; structure intact above the 20-day ($143), holding
-3.5% overbought pullback; long -3%, the Shield ramp story stands, hold
+0.5%, long +0.5%; Shield test scaling, RSI 77.8 overbought — add on a pullback
Shield's expanded coverage powered a 92% three-month run; RSI 77.5 — wait for the pullback to board
+13.8% with RSI 81 — good news fully priced; chasing carries more risk than reward