Cerity Partners’s Perspective Therapeutics CATX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,000
| Closed | -$47.6K | – | 2251 |
|
|
2024
Q1 | $47.6K | Hold |
4,000
| – | – | ﹤0.01% | 2249 |
|
|
2023
Q4 | $16.1K | Buy |
+4,000
| New | +$16.1K | ﹤0.01% | 1833 |
|
|
2023
Q3 | – | Sell |
-4,000
| Closed | -$26.7K | – | 1428 |
|
|
2023
Q2 | $26.7K | Hold |
4,000
| – | – | ﹤0.01% | 1595 |
|
|
2023
Q1 | $25.5K | Hold |
4,000
| – | – | ﹤0.01% | 1817 |
|
|
2022
Q4 | $9.88K | Hold |
4,000
| – | – | ﹤0.01% | 1469 |
|
|
2022
Q3 | $9K | Hold |
4,000
| – | – | ﹤0.01% | 1172 |
|
|
2022
Q2 | $12K | Hold |
4,000
| – | – | ﹤0.01% | 1170 |
|
|
2022
Q1 | $15K | Hold |
4,000
| – | – | ﹤0.01% | 930 |
|
|
2021
Q4 | $16K | Hold |
4,000
| – | – | ﹤0.01% | 1013 |
|
|
2021
Q3 | $25K | Hold |
4,000
| – | – | ﹤0.01% | 678 |
|
|
2021
Q2 | $32K | Hold |
4,000
| – | – | ﹤0.01% | 705 |
|
|
2021
Q1 | $44K | Hold |
4,000
| – | – | ﹤0.01% | 689 |
|
|
2020
Q4 | $18K | Hold |
4,000
| – | – | ﹤0.01% | 637 |
|
|
2020
Q3 | $23K | Hold |
4,000
| – | – | ﹤0.01% | 499 |
|
|
2020
Q2 | $22K | Buy |
+4,000
| New | +$22K | ﹤0.01% | 449 |
|