IFP Advisors’s Carisma Therapeutics CARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81 | Hold |
206
| – | – | ﹤0.01% | 4747 |
|
|
2025
Q1 | $63 | Hold |
206
| – | – | ﹤0.01% | 3975 |
|
|
2024
Q4 | $86 | Hold |
206
| – | – | ﹤0.01% | 4082 |
|
|
2024
Q3 | $203 | Hold |
206
| – | – | ﹤0.01% | 3207 |
|
|
2024
Q2 | $313 | Hold |
206
| – | – | ﹤0.01% | 3118 |
|
|
2024
Q1 | $467 | Hold |
206
| – | – | ﹤0.01% | 2987 |
|
|
2023
Q4 | $603 | Hold |
206
| – | – | ﹤0.01% | 2860 |
|
|
2023
Q3 | $871 | Hold |
206
| – | – | ﹤0.01% | 3026 |
|
|
2023
Q2 | $1.81K | Sell |
206
-4,140
| -95% | -$36.3K | ﹤0.01% | 2912 |
|
|
2023
Q1 | $11.2K | Buy |
4,346
+4,135
| +1,960% | +$10.6K | ﹤0.01% | 2242 |
|
|
2022
Q4 | $11K | Hold |
211
| – | – | ﹤0.01% | 3310 |
|
|
2022
Q3 | $11K | Hold |
211
| – | – | ﹤0.01% | 3555 |
|
|
2022
Q2 | $11K | Hold |
211
| – | – | ﹤0.01% | 3306 |
|
|
2022
Q1 | $11K | Hold |
211
| – | – | ﹤0.01% | 3306 |
|
|
2021
Q4 | $4K | Hold |
211
| – | – | ﹤0.01% | 2512 |
|
|
2021
Q3 | $4K | Hold |
211
| – | – | ﹤0.01% | 2560 |
|
|
2021
Q2 | $19K | Buy |
+211
| New | +$19K | ﹤0.01% | 1946 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$2K | – | 3834 |
|
|
2018
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3481 |
|
|
2017
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3481 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 3551 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 3553 |
|
|
2017
Q1 | $4K | Buy |
100
+50
| +100% | +$2K | ﹤0.01% | 3356 |
|
|
2016
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3592 |
|