Oxford Financial Group’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 |
-1,500
| Closed | -$18.3K | – | 265 |
|
|
2022
Q4 | $18.3K | Hold |
1,500
| – | – | ﹤0.01% | 239 |
|
|
2022
Q3 | $13K | Hold |
1,500
| – | – | ﹤0.01% | 221 |
|
|
2022
Q2 | $24K | Hold |
1,500
| – | – | ﹤0.01% | 235 |
|
|
2022
Q1 | $18K | Hold |
1,500
| – | – | ﹤0.01% | 239 |
|
|
2021
Q4 | $24K | Hold |
1,500
| – | – | ﹤0.01% | 248 |
|
|
2021
Q3 | $24K | Buy |
1,500
+1,000
| +200% | +$16K | ﹤0.01% | 229 |
|
|
2021
Q2 | $46K | Buy |
+500
| New | +$46K | 0.01% | 196 |
|