Montag & Associates’s CRISPR Therapeutics CRSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-75
Closed -$3.39K 923
2023
Q1
$3.39K Sell
75
-100
-57% -$4.52K ﹤0.01% 836
2022
Q4
$7.11K Sell
175
-100
-36% -$4.07K ﹤0.01% 780
2022
Q3
$18K Sell
275
-733
-73% -$48K ﹤0.01% 670
2022
Q2
$61K Sell
1,008
-860
-46% -$52K ﹤0.01% 503
2022
Q1
$117K Sell
1,868
-436
-19% -$27.3K 0.01% 444
2021
Q4
$175K Sell
2,304
-1,969
-46% -$150K 0.01% 402
2021
Q3
$478K Buy
4,273
+79
+2% +$8.84K 0.03% 299
2021
Q2
$679K Buy
4,194
+102
+2% +$16.5K 0.04% 264
2021
Q1
$499K Sell
4,092
-210
-5% -$25.6K 0.03% 292
2020
Q4
$659K Buy
4,302
+272
+7% +$41.7K 0.04% 242
2020
Q3
$337K Buy
+4,030
New +$337K 0.03% 258