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One Charles Private Wealth Services’s Perspective Therapeutics CATX Stock Holding History

One Charles Private Wealth Services’s Portfolio CATX Stock Details CATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,000
Closed -$12K – 31
2020
Q3 		$12K Hold
2,000
– – 0.01% 35
2020
Q2 		$11K Buy
+2,000
New +$12.9K 0.01% 93

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HPWM
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CWM
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PCM
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VF
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AFM
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BCM
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One Charles Private Wealth Services's CATX Position: Q4 2020 in Review

One Charles Private Wealth Services sold out of Perspective Therapeutics (CATX) in Q4 2020, closing a stake of 2,000 shares — an estimated $12K sold.

One Charles Private Wealth Services first reported a position in CATX in Q2 2020 and held it in 2 quarters. The position peaked at $12K in Q3 2020. 43 funds tracked by Wall St. Rank hold CATX as of Q4 2020.

  • One Charles Private Wealth Services reported no remaining Perspective Therapeutics position as of Q4 2020 after selling out during the quarter.
  • One Charles Private Wealth Services sold 2,000 Perspective Therapeutics shares in Q4 2020, an estimated $12K.
  • One Charles Private Wealth Services first reported a position in Perspective Therapeutics in Q2 2020 and held it in 2 quarters.
  • One Charles Private Wealth Services's Perspective Therapeutics position peaked at $12K in Q3 2020.
  • 43 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q4 2020.

Based on One Charles Private Wealth Services's 13F filing for Q4 2020, filed 29 Jan 2021.