AJ Wealth Strategies’s Carisma Therapeutics CARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,968
| Closed | -$48K | – | 291 |
|
|
2022
Q4 | $48K | Sell |
3,968
-105
| -3% | -$1.27K | ﹤0.01% | 291 |
|
|
2022
Q3 | $35K | Hold |
4,073
| – | – | ﹤0.01% | 299 |
|
|
2022
Q2 | $66K | Buy |
4,073
+105
| +3% | +$1.7K | ﹤0.01% | 298 |
|
|
2022
Q1 | $48K | Hold |
3,968
| – | – | ﹤0.01% | 317 |
|
|
2021
Q4 | $65K | Hold |
3,968
| – | – | ﹤0.01% | 305 |
|
|
2021
Q3 | $63K | Hold |
3,968
| – | – | ﹤0.01% | 293 |
|
|
2021
Q2 | $367K | Hold |
3,968
| – | – | 0.02% | 210 |
|
|
2021
Q1 | $206K | Hold |
3,968
| – | – | 0.01% | 246 |
|
|
2020
Q4 | $107K | Hold |
3,968
| – | – | 0.01% | 233 |
|
|
2020
Q3 | $111K | Hold |
3,968
| – | – | 0.01% | 214 |
|
|
2020
Q2 | $57K | Buy |
+3,968
| New | +$57K | 0.01% | 202 |
|
|
2018
Q3 | – | Sell |
-10,251
| Closed | -$400K | – | 107 |
|
|
2018
Q2 | $400K | Buy |
10,251
+8,268
| +417% | +$323K | 0.08% | 67 |
|
|
2018
Q1 | $42K | Buy |
+1,983
| New | +$42K | 0.01% | 87 |
|