Adams Chetwood Wealth Management’s Precision BioSciences DTIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $441K | Sell |
4,769
-7
| -0.1% | -$647 | 0.25% | 59 |
|
|
2021
Q4 | $1.06M | Sell |
4,776
-1,230
| -20% | -$273K | 0.72% | 33 |
|
|
2021
Q3 | $2.08M | Hold |
6,006
| – | – | 1.51% | 17 |
|
|
2021
Q2 | $2.26M | Hold |
6,006
| – | – | 1.59% | 15 |
|
|
2021
Q1 | $1.87M | Sell |
6,006
-2,026
| -25% | -$629K | 1.42% | 17 |
|
|
2020
Q4 | $2.01M | Sell |
8,032
-3,135
| -28% | -$785K | 1.67% | 12 |
|
|
2020
Q3 | $2.06M | Sell |
11,167
-6,667
| -37% | -$1.23M | 1.99% | 11 |
|
|
2020
Q2 | $4.46M | Sell |
17,834
-1,333
| -7% | -$333K | 4.53% | 4 |
|
|
2020
Q1 | $4.32M | Sell |
19,167
-4,777
| -20% | -$1.08M | 5.06% | 4 |
|
|
2019
Q4 | $9.98M | Buy |
+23,944
| New | +$9.98M | 10.21% | 3 |
|