B. Riley Wealth Advisors’s CRISPR Therapeutics CRSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,867
| Closed | -$479K | – | 1295 |
|
|
2024
Q2 | $479K | Sell |
8,867
-7,943
| -47% | -$429K | 0.01% | 838 |
|
|
2024
Q1 | $763K | Buy |
16,810
+45
| +0.3% | +$2.04K | 0.02% | 608 |
|
|
2023
Q4 | $1.05M | Sell |
16,765
-45
| -0.3% | -$2.82K | 0.03% | 509 |
|
|
2023
Q3 | $763K | Buy |
16,810
+8,597
| +105% | +$390K | 0.02% | 608 |
|
|
2023
Q2 | $461K | Buy |
8,213
+1,801
| +28% | +$101K | 0.01% | 891 |
|
|
2023
Q1 | $290K | Sell |
6,412
-227
| -3% | -$10.3K | 0.01% | 1082 |
|
|
2022
Q4 | $270K | Sell |
6,639
-1,414
| -18% | -$57.5K | 0.01% | 1094 |
|
|
2022
Q3 | $527K | Sell |
8,053
-431
| -5% | -$28.2K | 0.02% | 739 |
|
|
2022
Q2 | $516K | Buy |
8,484
+1,155
| +16% | +$70.2K | 0.02% | 649 |
|
|
2022
Q1 | $461K | Buy |
7,329
+275
| +4% | +$17.3K | 0.02% | 791 |
|
|
2021
Q4 | $535K | Sell |
7,054
-2,795
| -28% | -$212K | 0.02% | 769 |
|
|
2021
Q3 | $1.1M | Buy |
9,849
+3,433
| +54% | +$384K | 0.04% | 489 |
|
|
2021
Q2 | $1.04M | Buy |
6,416
+1,456
| +29% | +$236K | 0.03% | 501 |
|
|
2021
Q1 | $605K | Buy |
4,960
+761
| +18% | +$92.8K | 0.02% | 651 |
|
|
2020
Q4 | $643K | Sell |
4,199
-317
| -7% | -$48.5K | 0.03% | 456 |
|
|
2020
Q3 | $378K | Buy |
4,516
+129
| +3% | +$10.8K | 0.02% | 638 |
|
|
2020
Q2 | $323K | Sell |
4,387
-336
| -7% | -$24.7K | 0.02% | 611 |
|
|
2020
Q1 | $201K | Buy |
4,723
+19
| +0.4% | +$809 | 0.02% | 674 |
|
|
2019
Q4 | $287K | Buy |
+4,704
| New | +$287K | 0.02% | 615 |
|
|
2019
Q3 | – | Sell |
-7,679
| Closed | -$362K | – | 817 |
|
|
2019
Q2 | $362K | Buy |
+7,679
| New | +$362K | 0.04% | 493 |
|