PWA
Phoenix Wealth Advisors’s CRISPR Therapeutics CRSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,826
| Closed | -$385K | – | 117 |
|
|
2023
Q4 | $385K | Sell |
5,826
-111
| -2% | -$7.33K | 0.27% | 70 |
|
|
2023
Q3 | $269K | Sell |
5,937
-41
| -0.7% | -$1.86K | 0.16% | 95 |
|
|
2023
Q2 | $336K | Sell |
5,978
-288
| -5% | -$16.2K | 0.2% | 76 |
|
|
2023
Q1 | $283K | Sell |
6,266
-98
| -2% | -$4.43K | 0.18% | 82 |
|
|
2022
Q4 | $259K | Sell |
6,364
-989
| -13% | -$40.2K | 0.16% | 90 |
|
|
2022
Q3 | $481K | Sell |
7,353
-397
| -5% | -$26K | 0.48% | 47 |
|
|
2022
Q2 | $471K | Buy |
+7,750
| New | +$471K | 0.46% | 48 |
|
|
2022
Q1 | – | Sell |
-6,619
| Closed | -$502K | – | 102 |
|
|
2021
Q4 | $502K | Buy |
6,619
+1,368
| +26% | +$104K | 0.38% | 63 |
|
|
2021
Q3 | $588K | Buy |
5,251
+178
| +4% | +$19.9K | 0.44% | 59 |
|
|
2021
Q2 | $751K | Sell |
5,073
-2,486
| -33% | -$368K | 0.54% | 53 |
|
|
2021
Q1 | $903K | Sell |
7,559
-3,647
| -33% | -$436K | 0.7% | 39 |
|
|
2020
Q4 | $1.72M | Buy |
+11,206
| New | +$1.72M | 1.3% | 29 |
|