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Circle Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Circle Wealth Management’s Portfolio CRSP Stock Details CRSP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,359
Closed -$220K – 181
2021
Q2 		$220K Buy
+1,359
New +$220K 0.03% 170
2021
Q1 		– Sell
-1,359
Closed -$208K – 169
2020
Q4 		$208K Buy
+1,359
New +$208K 0.03% 216