Curi Wealth Management’s Precision BioSciences DTIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,334
| Closed | -$124K | – | 40 |
|
|
2023
Q4 | $124K | Buy |
11,334
+7
| +0.1% | +$77 | 0.02% | 158 |
|
|
2023
Q3 | $116K | Buy |
11,327
+3,351
| +42% | +$34.3K | 0.02% | 149 |
|
|
2023
Q2 | $126K | Sell |
7,976
-2,595
| -25% | -$40.9K | 0.02% | 167 |
|
|
2023
Q1 | $239K | Buy |
10,571
+6
| +0.1% | +$136 | 0.03% | 143 |
|
|
2022
Q4 | $377K | Buy |
10,565
+833
| +9% | +$29.7K | 0.05% | 127 |
|
|
2022
Q3 | $380K | Sell |
9,732
-3,810
| -28% | -$149K | 0.06% | 114 |
|
|
2022
Q2 | $650K | Buy |
+13,542
| New | +$650K | 0.13% | 57 |
|