AWM
Aevitas Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,387
| Closed | -$491K | – | 127 |
|
|
2021
Q3 | $491K | Buy |
4,387
+100
| +2% | +$11.2K | 0.31% | 82 |
|
|
2021
Q2 | $694K | Buy |
4,287
+300
| +8% | +$48.6K | 0.44% | 62 |
|
|
2021
Q1 | $486K | Buy |
3,987
+240
| +6% | +$29.3K | 0.34% | 73 |
|
|
2020
Q4 | $574K | Buy |
+3,747
| New | +$574K | 0.42% | 61 |
|
|
2019
Q2 | – | Sell |
-2,317
| Closed | -$82K | – | 148 |
|
|
2019
Q1 | $82K | Hold |
2,317
| – | – | 0.07% | 148 |
|
|
2018
Q4 | $66K | Sell |
2,317
-1,500
| -39% | -$42.7K | 0.07% | 152 |
|
|
2018
Q3 | $169K | Sell |
3,817
-5,000
| -57% | -$221K | 0.15% | 111 |
|
|
2018
Q2 | $518K | Buy |
8,817
+1,971
| +29% | +$116K | 0.5% | 57 |
|
|
2018
Q1 | $313K | Sell |
6,846
-21,745
| -76% | -$994K | 0.31% | 78 |
|
|
2017
Q4 | $671K | Buy |
+28,591
| New | +$671K | 0.64% | 48 |
|