AO
Advisor OS’s CorMedix CRMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,000
| Closed | -$113K | – | 389 |
|
|
2023
Q4 | $113K | Buy |
30,000
+5,000
| +20% | +$18.8K | 0.01% | 335 |
|
|
2023
Q3 | $92.5K | Hold |
25,000
| – | – | 0.01% | 283 |
|
|
2023
Q2 | $99.1K | Hold |
25,000
| – | – | 0.02% | 295 |
|
|
2023
Q1 | $104K | Hold |
25,000
| – | – | 0.02% | 239 |
|
|
2022
Q4 | $106K | Buy |
+25,000
| New | +$106K | 0.03% | 212 |
|