Elmwood Wealth Management’s Editas Medicine EDIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30,023
| Closed | -$218K | – | 116 |
|
|
2023
Q1 | $218K | Buy |
30,023
+16,025
| +114% | +$116K | 0.1% | 115 |
|
|
2022
Q4 | $124K | Sell |
13,998
-10,127
| -42% | -$89.8K | 0.06% | 117 |
|
|
2022
Q3 | $295K | Sell |
24,125
-16,025
| -40% | -$196K | 0.15% | 99 |
|
|
2022
Q2 | $475K | Buy |
40,150
+127
| +0.3% | +$1.5K | 0.27% | 87 |
|
|
2022
Q1 | $761K | Hold |
40,023
| – | – | 0.39% | 78 |
|
|
2021
Q4 | $1.06M | Buy |
+40,023
| New | +$1.06M | 0.51% | 66 |
|
|
2021
Q2 | $2.27M | Hold |
40,023
| – | – | 1.19% | 25 |
|
|
2021
Q1 | $1.68M | Buy |
+40,023
| New | +$1.68M | 1.03% | 33 |
|
|
2020
Q3 | $1.18M | Hold |
40,023
| – | – | 0.96% | 33 |
|
|
2020
Q2 | $1.18M | Sell |
40,023
-76,854
| -66% | -$2.27M | 0.96% | 33 |
|
|
2020
Q1 | $3.87M | Buy |
116,877
+76,854
| +192% | +$2.55M | 3.71% | 2 |
|
|
2019
Q4 | $1.19M | Sell |
40,023
-3,862
| -9% | -$114K | 1.03% | 35 |
|
|
2019
Q3 | $998K | Sell |
43,885
-13,686
| -24% | -$311K | 1.01% | 40 |
|
|
2019
Q2 | $1.42M | Sell |
57,571
-13,686
| -19% | -$339K | 1.26% | 24 |
|
|
2019
Q1 | $1.74M | Sell |
71,257
-9,124
| -11% | -$223K | 1.61% | 12 |
|
|
2018
Q4 | $1.83M | Sell |
80,381
-13,686
| -15% | -$311K | 1.77% | 11 |
|
|
2018
Q3 | $2.99M | Sell |
94,067
-9,124
| -9% | -$290K | 2.48% | 6 |
|
|
2018
Q2 | $3.7M | Sell |
103,191
-13,686
| -12% | -$490K | 3.36% | 2 |
|
|
2018
Q1 | $3.87M | Buy |
+116,877
| New | +$3.87M | 3.71% | 2 |
|