OneDigital Investment Advisors’s CRISPR Therapeutics CRSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,562
| Closed | -$253K | – | 748 |
|
|
2021
Q2 | $253K | Sell |
1,562
-1,106
| -41% | -$179K | 0.01% | 597 |
|
|
2021
Q1 | $325K | Buy |
2,668
+40
| +2% | +$4.87K | 0.02% | 489 |
|
|
2020
Q4 | $402K | Sell |
2,628
-442
| -14% | -$67.6K | 0.02% | 397 |
|
|
2020
Q3 | $257K | Sell |
3,070
-1,509
| -33% | -$126K | 0.02% | 469 |
|
|
2020
Q2 | $337K | Buy |
+4,579
| New | +$337K | 0.02% | 407 |
|
|
2020
Q1 | – | Sell |
-4,451
| Closed | -$271K | – | 532 |
|
|
2019
Q4 | $271K | Buy |
+4,451
| New | +$271K | 0.02% | 429 |
|
|
2019
Q1 | – | Sell |
-1,500
| Closed | -$43K | – | 1133 |
|
|
2018
Q4 | $43K | Buy |
+1,500
| New | +$43K | 0.01% | 489 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$6K | – | 1064 |
|
|
2018
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 1138 |
|