Capital Performance Advisors’s Carisma Therapeutics CARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$491 | – | 570 |
|
|
2024
Q3 | $491 | Buy |
+500
| New | +$491 | ﹤0.01% | 2264 |
|
|
2023
Q1 | – | Sell |
-500
| Closed | -$6.1K | – | 55 |
|
|
2022
Q4 | $6.1K | Hold |
500
| – | – | ﹤0.01% | 51 |
|
|
2022
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 46 |
|
|
2022
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 49 |
|
|
2022
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 54 |
|
|
2021
Q4 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 49 |
|