Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,827
| Closed | -$28.6K | – | 371 |
|
|
2023
Q4 | $28.6K | Sell |
2,827
-378
| -12% | -$3.83K | ﹤0.01% | 385 |
|
|
2023
Q3 | $25K | Sell |
3,205
-50
| -2% | -$390 | ﹤0.01% | 386 |
|
|
2023
Q2 | $26.8K | Hold |
3,255
| – | – | ﹤0.01% | 381 |
|
|
2023
Q1 | $23.6K | Buy |
3,255
+294
| +10% | +$2.13K | ﹤0.01% | 415 |
|
|
2022
Q4 | $26.3K | Sell |
2,961
-325
| -10% | -$2.88K | 0.01% | 381 |
|
|
2022
Q3 | $40K | Sell |
3,286
-60
| -2% | -$730 | 0.01% | 307 |
|
|
2022
Q2 | $40K | Hold |
3,346
| – | – | 0.01% | 310 |
|
|
2022
Q1 | $64K | Sell |
3,346
-36
| -1% | -$689 | 0.01% | 282 |
|
|
2021
Q4 | $90K | Sell |
3,382
-70
| -2% | -$1.86K | 0.01% | 288 |
|
|
2021
Q3 | $142K | Sell |
3,452
-250
| -7% | -$10.3K | 0.02% | 224 |
|
|
2021
Q2 | $210K | Sell |
3,702
-839
| -18% | -$47.6K | 0.03% | 162 |
|
|
2021
Q1 | $191K | Sell |
4,541
-1,980
| -30% | -$83.3K | 0.03% | 171 |
|
|
2020
Q4 | $457K | Sell |
6,521
-3,603
| -36% | -$253K | 0.09% | 96 |
|
|
2020
Q3 | $284K | Sell |
10,124
-2,320
| -19% | -$65.1K | 0.06% | 115 |
|
|
2020
Q2 | $368K | Sell |
12,444
-119
| -0.9% | -$3.52K | 0.09% | 95 |
|
|
2020
Q1 | $249K | Sell |
12,563
-5,242
| -29% | -$104K | 0.07% | 110 |
|
|
2019
Q4 | $527K | Sell |
17,805
-1,804
| -9% | -$53.4K | 0.12% | 82 |
|
|
2019
Q3 | $446K | Sell |
19,609
-3,679
| -16% | -$83.7K | 0.12% | 85 |
|
|
2019
Q2 | $576K | Sell |
23,288
-2,903
| -11% | -$71.8K | 0.15% | 77 |
|
|
2019
Q1 | $640K | Buy |
26,191
+1,742
| +7% | +$42.6K | 0.19% | 70 |
|
|
2018
Q4 | $556K | Sell |
24,449
-2,737
| -10% | -$62.2K | 0.19% | 80 |
|
|
2018
Q3 | $865K | Buy |
27,186
+797
| +3% | +$25.4K | 0.29% | 59 |
|
|
2018
Q2 | $946K | Buy |
26,389
+15,439
| +141% | +$553K | 0.33% | 55 |
|
|
2018
Q1 | $363K | Buy |
10,950
+130
| +1% | +$4.31K | 0.12% | 102 |
|
|
2017
Q4 | $332K | Buy |
10,820
+1,095
| +11% | +$33.6K | 0.11% | 103 |
|
|
2017
Q3 | $233K | Buy |
+9,725
| New | +$233K | 0.08% | 115 |
|