Mercer Global Advisors’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 |
-1,235
| Closed | -$15K | – | 1944 |
|
|
2022
Q4 | $15K | Hold |
1,235
| – | – | ﹤0.01% | 1910 |
|
|
2022
Q3 | $10K | Buy |
1,235
+75
| +6% | +$607 | ﹤0.01% | 1804 |
|
|
2022
Q2 | $19K | Buy |
1,160
+50
| +5% | +$819 | ﹤0.01% | 1799 |
|
|
2022
Q1 | $13K | Hold |
1,110
| – | – | ﹤0.01% | 1863 |
|
|
2021
Q4 | $18K | Buy |
+1,110
| New | +$18K | ﹤0.01% | 1780 |
|
|
2021
Q3 | – | Sell |
-1,338
| Closed | -$124K | – | 1757 |
|
|
2021
Q2 | $124K | Buy |
1,338
+171
| +15% | +$15.8K | ﹤0.01% | 1608 |
|
|
2021
Q1 | $61K | Buy |
1,167
+494
| +73% | +$25.8K | ﹤0.01% | 1571 |
|
|
2020
Q4 | $18K | Hold |
673
| – | – | ﹤0.01% | 1340 |
|
|
2020
Q3 | $19K | Buy |
+673
| New | +$19K | ﹤0.01% | 1227 |
|