Clearstead Advisors’s Immatics IMTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-80
| Closed | -$361 | – | 2805 |
|
|
2025
Q1 | $361 | Hold |
80
| – | – | ﹤0.01% | 2094 |
|
|
2024
Q4 | $569 | Hold |
80
| – | – | ﹤0.01% | 1969 |
|
|
2024
Q3 | $913 | Hold |
80
| – | – | ﹤0.01% | 1923 |
|
|
2024
Q2 | $930 | Hold |
80
| – | – | ﹤0.01% | 1902 |
|
|
2024
Q1 | $880 | Hold |
80
| – | – | ﹤0.01% | 1416 |
|
|
2023
Q4 | $843 | Sell |
80
-80
| -50% | -$843 | ﹤0.01% | 1417 |
|
|
2023
Q3 | $1.85K | Buy |
160
+80
| +100% | +$927 | ﹤0.01% | 1414 |
|
|
2023
Q2 | $924 | Buy |
+80
| New | +$924 | ﹤0.01% | 1259 |
|