Integrated Wealth Concepts’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 |
-1,000
| Closed | -$12K | – | 1352 |
|
|
2022
Q4 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 1031 |
|
|
2022
Q3 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 948 |
|
|
2022
Q2 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 973 |
|
|
2022
Q1 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 934 |
|
|
2021
Q4 | – | Sell |
-1,250
| Closed | -$20K | – | 988 |
|
|
2021
Q3 | $20K | Buy |
1,250
+617
| +97% | +$9.87K | ﹤0.01% | 934 |
|
|
2021
Q2 | $59K | Buy |
633
+92
| +17% | +$8.58K | ﹤0.01% | 794 |
|
|
2021
Q1 | $28K | Buy |
+541
| New | +$28K | ﹤0.01% | 729 |
|