IHT Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,464
Closed -$295K 1152
2024
Q2
$295K Sell
5,464
-1,344
-20% -$72.6K 0.01% 806
2024
Q1
$464K Sell
6,808
-110
-2% -$7.5K 0.02% 663
2023
Q4
$433K Sell
6,918
-652
-9% -$40.8K 0.02% 650
2023
Q3
$344K Sell
7,570
-400
-5% -$18.2K 0.02% 675
2023
Q2
$447K Sell
7,970
-211
-3% -$11.8K 0.02% 581
2023
Q1
$370K Sell
8,181
-1,919
-19% -$86.8K 0.02% 616
2022
Q4
$411K Buy
10,100
+55
+0.5% +$2.24K 0.03% 548
2022
Q3
$656K Buy
10,045
+2,668
+36% +$174K 0.05% 380
2022
Q2
$448K Sell
7,377
-8
-0.1% -$486 0.04% 409
2022
Q1
$464K Hold
7,385
0.04% 431
2021
Q4
$560K Buy
7,385
+835
+13% +$63.3K 0.04% 402
2021
Q3
$733K Sell
6,550
-2,750
-30% -$308K 0.06% 318
2021
Q2
$1.51M Buy
9,300
+700
+8% +$113K 0.1% 224
2021
Q1
$1.05M Sell
8,600
-816
-9% -$99.4K 0.08% 259
2020
Q4
$1.44M Buy
9,416
+1,609
+21% +$246K 0.12% 176
2020
Q3
$653K Buy
7,807
+3,428
+78% +$287K 0.07% 275
2020
Q2
$322K Buy
+4,379
New +$322K 0.04% 393
2019
Q3
Sell
-5,383
Closed -$254K 614
2019
Q2
$254K Buy
+5,383
New +$254K 0.04% 433
2018
Q4
Sell
-5,051
Closed -$224K 481
2018
Q3
$224K Hold
5,051
0.05% 386
2018
Q2
$297K Sell
5,051
-500
-9% -$29.4K 0.08% 305
2018
Q1
$240K Buy
5,551
+50
+0.9% +$2.16K 0.06% 320
2017
Q4
$143K Hold
5,501
0.04% 411
2017
Q3
$108K Sell
5,501
-126
-2% -$2.47K 0.05% 343
2017
Q2
$20 Buy
5,627
+80
+1% 0.01% 778
2017
Q1
$110K Buy
+5,547
New +$110K 0.07% 264