Creative Planning’s Carisma Therapeutics CARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-935
| Closed | -$49K | – | 2049 |
|
|
2021
Q1 | $49K | Hold |
935
| – | – | ﹤0.01% | 2263 |
|
|
2020
Q4 | $25K | Hold |
935
| – | – | ﹤0.01% | 2071 |
|
|
2020
Q3 | $26K | Hold |
935
| – | – | ﹤0.01% | 1899 |
|
|
2020
Q2 | $13K | Hold |
935
| – | – | ﹤0.01% | 1794 |
|
|
2020
Q1 | $10K | Hold |
935
| – | – | ﹤0.01% | 1705 |
|
|
2019
Q4 | $19K | Buy |
935
+275
| +42% | +$5.59K | ﹤0.01% | 1839 |
|
|
2019
Q3 | $15K | Hold |
660
| – | – | ﹤0.01% | 1835 |
|
|
2019
Q2 | $20K | Hold |
660
| – | – | ﹤0.01% | 1846 |
|
|
2019
Q1 | $14K | Hold |
660
| – | – | ﹤0.01% | 1818 |
|
|
2018
Q4 | $19K | Buy |
660
+40
| +6% | +$1.15K | ﹤0.01% | 1752 |
|
|
2018
Q3 | $27K | Buy |
+620
| New | +$27K | ﹤0.01% | 1875 |
|