Commonwealth Equity Services’s Perspective Therapeutics CATX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,828	Closed	-$57K	–	4061
2024 Q1	$57K	Buy	4,828 +600	+14%	+$5.12K	﹤0.01%	3876
2023 Q4	$17K	Hold	4,228	–	–	﹤0.01%	3827
2023 Q3	$12K	Hold	4,228	–	–	﹤0.01%	3766
2023 Q2	$28K	Sell	4,228 -100	-2%	-$607	﹤0.01%	3724
2023 Q1	$27	Buy	4,328 +1,700	+65%	+$6.94K	﹤0.01%	3641
2022 Q4	$6K	Sell	2,628 -100	-4%	-$329	﹤0.01%	3671
2022 Q3	$6K	Buy	2,728 +100	+4%	+$342	﹤0.01%	3636
2022 Q2	$8K	Hold	2,628	–	–	﹤0.01%	3632
2022 Q1	$9K	Hold	2,628	–	–	﹤0.01%	3687
2021 Q4	$10K	Sell	2,628 -1,350	-34%	-$7.2K	﹤0.01%	3630
2021 Q3	$25K	Hold	3,978	–	–	﹤0.01%	3538
2021 Q2	$31K	Hold	3,978	–	–	﹤0.01%	3486
2021 Q1	$43K	Buy	3,978 +100	+3%	+$1.51K	﹤0.01%	3346
2020 Q4	$17K	Hold	3,878	–	–	﹤0.01%	3178
2020 Q3	$22K	Hold	3,878	–	–	﹤0.01%	3008
2020 Q2	$21K	Buy	3,878 +1,350	+53%	+$8.68K	﹤0.01%	2908
2020 Q1	$13K	Hold	2,528	–	–	﹤0.01%	2778
2019 Q4	$15K	Hold	2,528	–	–	﹤0.01%	2857
2019 Q3	$8K	Buy	+2,528	New	+$9.16K	﹤0.01%	2824