IHT Wealth Management’s Carisma Therapeutics CARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,507
| Closed | -$18.4K | – | 959 |
|
|
2022
Q4 | $18.4K | Hold |
1,507
| – | – | ﹤0.01% | 892 |
|
|
2022
Q3 | $13K | Buy |
+1,507
| New | +$13K | ﹤0.01% | 860 |
|
|
2021
Q3 | – | Sell |
-3,533
| Closed | -$326K | – | 834 |
|
|
2021
Q2 | $326K | Buy |
+3,533
| New | +$326K | 0.02% | 679 |
|
|
2018
Q2 | – | Sell |
-162
| Closed | -$3K | – | 554 |
|
|
2018
Q1 | $3K | Hold |
162
| – | – | ﹤0.01% | 1424 |
|
|
2017
Q4 | $3K | Buy |
162
+137
| +548% | +$2.54K | ﹤0.01% | 1419 |
|
|
2017
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1288 |
|
|
2017
Q2 | $313 | Hold |
25
| – | – | 0.15% | 164 |
|
|
2017
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1143 |
|