EWM
Evermay Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,797
| Closed | -$97.1K | – | 596 |
|
|
2024
Q2 | $97.1K | Hold |
1,797
| – | – | 0.02% | 273 |
|
|
2024
Q1 | $122K | Hold |
1,797
| – | – | 0.02% | 254 |
|
|
2023
Q4 | $112K | Buy |
1,797
+1,667
| +1,282% | +$104K | 0.02% | 241 |
|
|
2023
Q3 | $5.9K | Hold |
130
| – | – | ﹤0.01% | 462 |
|
|
2023
Q2 | $7.3K | Hold |
130
| – | – | ﹤0.01% | 445 |
|
|
2023
Q1 | $5.88K | Hold |
130
| – | – | ﹤0.01% | 450 |
|
|
2022
Q4 | $5.28K | Hold |
130
| – | – | ﹤0.01% | 452 |
|
|
2022
Q3 | $8K | Buy |
130
+30
| +30% | +$1.85K | ﹤0.01% | 417 |
|
|
2022
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 430 |
|