Cambridge Investment Research Advisors’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 |
-4,741
| Closed | -$58K | – | 3167 |
|
|
2022
Q4 | $58K | Sell |
4,741
-2,005
| -30% | -$24.5K | ﹤0.01% | 2964 |
|
|
2022
Q3 | $57K | Hold |
6,746
| – | – | ﹤0.01% | 2926 |
|
|
2022
Q2 | $109K | Buy |
6,746
+1,981
| +42% | +$32K | ﹤0.01% | 2850 |
|
|
2022
Q1 | $57K | Sell |
4,765
-341
| -7% | -$4.08K | ﹤0.01% | 3066 |
|
|
2021
Q4 | $83K | Sell |
5,106
-50
| -1% | -$813 | ﹤0.01% | 3052 |
|
|
2021
Q3 | $82K | Buy |
5,156
+733
| +17% | +$11.7K | ﹤0.01% | 2979 |
|
|
2021
Q2 | $409K | Buy |
4,423
+2,631
| +147% | +$243K | ﹤0.01% | 2217 |
|
|
2021
Q1 | $93K | Buy |
1,792
+547
| +44% | +$28.4K | ﹤0.01% | 2767 |
|
|
2020
Q4 | $34K | Hold |
1,245
| – | – | ﹤0.01% | 2666 |
|
|
2020
Q3 | $35K | Hold |
1,245
| – | – | ﹤0.01% | 2467 |
|
|
2020
Q2 | $18K | Hold |
1,245
| – | – | ﹤0.01% | 2429 |
|
|
2020
Q1 | $14K | Sell |
1,245
-5
| -0.4% | -$56 | ﹤0.01% | 2250 |
|
|
2019
Q4 | $26K | Hold |
1,250
| – | – | ﹤0.01% | 2381 |
|
|
2019
Q3 | $29K | Buy |
1,250
+205
| +20% | +$4.76K | ﹤0.01% | 2310 |
|
|
2019
Q2 | $31K | Buy |
+1,045
| New | +$31K | ﹤0.01% | 2170 |
|