Foundations Investment Advisors’s CRISPR Therapeutics CRSP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,131
Closed -$400K 645
2023
Q2
$400K Sell
7,131
-52
-0.7% -$2.92K 0.01% 406
2023
Q1
$325K Sell
7,183
-6
-0.1% -$271 0.01% 380
2022
Q4
$292K Sell
7,189
-809
-10% -$32.9K 0.01% 347
2022
Q3
$523K Sell
7,998
-740
-8% -$48.4K 0.02% 236
2022
Q2
$635K Buy
8,738
+982
+13% +$71.4K 0.03% 194
2022
Q1
$482K Sell
7,756
-17
-0.2% -$1.06K 0.02% 198
2021
Q4
$543K Buy
7,773
+3,732
+92% +$261K 0.02% 192
2021
Q3
$414K Buy
4,041
+1,788
+79% +$183K 0.02% 212
2021
Q2
$325K Buy
+2,253
New +$325K 0.02% 221