EWA
Exencial Wealth Advisors’s CRISPR Therapeutics CRSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,049
| Closed | -$565K | – | 464 |
|
|
2021
Q3 | $565K | Sell |
5,049
-717
| -12% | -$80.2K | 0.02% | 234 |
|
|
2021
Q2 | $933K | Buy |
5,766
+694
| +14% | +$112K | 0.05% | 238 |
|
|
2021
Q1 | $618K | Buy |
5,072
+2,281
| +82% | +$278K | 0.04% | 258 |
|
|
2020
Q4 | $427K | Buy |
+2,791
| New | +$427K | 0.03% | 261 |
|