Apriem Advisors’s Capricor Therapeutics CAPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,000
| Closed | -$23K | – | 132 |
|
|
2019
Q1 | $23K | Hold |
5,000
| – | – | 0.01% | 126 |
|
|
2018
Q4 | $21K | Hold |
5,000
| – | – | 0.01% | 125 |
|
|
2018
Q3 | $53K | Hold |
5,000
| – | – | 0.01% | 144 |
|
|
2018
Q2 | $67K | Hold |
5,000
| – | – | 0.02% | 215 |
|
|
2018
Q1 | $68K | Hold |
5,000
| – | – | 0.02% | 129 |
|
|
2017
Q4 | $79K | Hold |
5,000
| – | – | 0.02% | 128 |
|
|
2017
Q3 | $152K | Hold |
5,000
| – | – | 0.04% | 133 |
|
|
2017
Q2 | $42K | Hold |
5,000
| – | – | 0.01% | 135 |
|
|
2017
Q1 | $169K | Buy |
+5,000
| New | +$169K | 0.05% | 136 |
|
|
2016
Q4 | – | Sell |
-7,096
| Closed | -$230K | – | 713 |
|
|
2016
Q3 | $230K | Hold |
7,096
| – | – | 0.07% | 107 |
|
|
2016
Q2 | $280K | Hold |
7,096
| – | – | 0.09% | 90 |
|
|
2016
Q1 | $180K | Buy |
+7,096
| New | +$180K | 0.07% | 100 |
|