AFA
Arlington Financial Advisors’s CRISPR Therapeutics CRSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,263
| Closed | -$200K | – | 93 |
|
2024
Q3 | $200K | Hold |
4,263
| – | – | 0.04% | 71 |
|
2024
Q2 | $230K | Hold |
4,263
| – | – | 0.05% | 67 |
|
2024
Q1 | $291K | Hold |
4,263
| – | – | 0.06% | 65 |
|
2023
Q4 | $267K | Buy |
+4,263
| New | +$267K | 0.08% | 72 |
|
2023
Q3 | – | Sell |
-4,213
| Closed | -$237K | – | 60 |
|
2023
Q2 | $237K | Buy |
+4,213
| New | +$237K | 0.09% | 53 |
|
2022
Q4 | – | Sell |
-3,113
| Closed | -$203K | – | 65 |
|
2022
Q3 | $203K | Buy |
+3,113
| New | +$203K | 0.1% | 49 |
|
2022
Q1 | – | Sell |
-4,113
| Closed | -$312K | – | 57 |
|
2021
Q4 | $312K | Buy |
4,113
+1,010
| +33% | +$76.6K | 0.11% | 62 |
|
2021
Q3 | $347K | Buy |
3,103
+40
| +1% | +$4.47K | 0.14% | 47 |
|
2021
Q2 | $496K | Hold |
3,063
| – | – | 0.19% | 47 |
|
2021
Q1 | $373K | Buy |
3,063
+63
| +2% | +$7.67K | 0.15% | 48 |
|
2020
Q4 | $459K | Buy |
3,000
+150
| +5% | +$23K | 0.19% | 50 |
|
2020
Q3 | $238K | Buy |
+2,850
| New | +$238K | 0.12% | 51 |
|