AE Wealth Management’s Carisma Therapeutics CARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-500
| Closed | -$6K | – | 1256 |
|
|
2020
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 1091 |
|
|
2019
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 1114 |
|
|
2019
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 981 |
|
|
2019
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 953 |
|
|
2019
Q1 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 633 |
|