Reilly Financial Advisors’s Carisma Therapeutics CARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 968 |
|
|
2021
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 845 |
|
|
2021
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 709 |
|
|
2021
Q1 | $5K | Buy |
100
+12
| +14% | +$600 | ﹤0.01% | 781 |
|
|
2020
Q4 | $2K | Buy |
88
+33
| +60% | +$750 | ﹤0.01% | 783 |
|
|
2020
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 741 |
|
|
2020
Q2 | $1K | Buy |
55
+30
| +120% | +$545 | ﹤0.01% | 840 |
|
|
2020
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 887 |
|
|
2019
Q4 | $1K | Buy |
25
+10
| +67% | +$400 | ﹤0.01% | 837 |
|
|
2019
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 902 |
|
|
2019
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 952 |
|
|
2019
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 962 |
|
|
2018
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 943 |
|
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 958 |
|
|
2018
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 946 |
|
|
2017
Q1 | – | Sell |
-5
| Closed | – | – | 924 |
|
|
2016
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 842 |
|
|
2016
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 840 |
|
|
2016
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 811 |
|
|
2016
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 932 |
|
|
2015
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 951 |
|
|
2015
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1306 |
|
|
2015
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1360 |
|