KWA
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Kingswood Wealth Advisors’s CRISPR Therapeutics CRSP Stock Holding History

Kingswood Wealth Advisors’s Portfolio CRSP Stock Details CRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,914
Closed -$267K – 667
2024
Q1 		$267K Sell
3,914
-570
-13% -$38.9K 0.03% 517
2023
Q4 		$281K Buy
+4,484
New +$281K 0.03% 498