Jamison Private Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,698
Closed -$268K 259
2024
Q3
$268K Sell
5,698
-46
-0.8% -$2.16K 0.04% 171
2024
Q2
$310K Sell
5,744
-126
-2% -$6.81K 0.05% 148
2024
Q1
$400K Buy
5,870
+57
+1% +$3.89K 0.07% 141
2023
Q4
$364K Sell
5,813
-329
-5% -$20.6K 0.07% 145
2023
Q3
$279K Buy
+6,142
New +$279K 0.06% 150