BWP
BSW Wealth Partners’s CRISPR Therapeutics CRSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-6,022
| Closed | -$338K | – | 253 |
|
2023
Q2 | $338K | Sell |
6,022
-51
| -0.8% | -$2.86K | 0.07% | 165 |
|
2023
Q1 | $275K | Buy |
+6,073
| New | +$275K | 0.06% | 230 |
|
2022
Q4 | – | Sell |
-4,910
| Closed | -$321K | – | 314 |
|
2022
Q3 | $321K | Sell |
4,910
-3
| -0.1% | -$196 | 0.08% | 168 |
|
2022
Q2 | $299K | Buy |
4,913
+917
| +23% | +$55.8K | 0.07% | 191 |
|
2022
Q1 | $251K | Buy |
+3,996
| New | +$251K | 0.06% | 232 |
|
2021
Q3 | – | Sell |
-1,457
| Closed | -$236K | – | 255 |
|
2021
Q2 | $236K | Buy |
+1,457
| New | +$236K | 0.06% | 207 |
|
2019
Q4 | – | Sell |
-840
| Closed | -$34K | – | 134 |
|
2019
Q3 | $34K | Buy |
840
+20
| +2% | +$810 | 0.01% | 131 |
|
2019
Q2 | $39K | Buy |
+820
| New | +$39K | 0.01% | 130 |
|