Sequoia Financial Advisors’s CRISPR Therapeutics CRSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,795
| Closed | -$225K | – | 1356 |
|
|
2024
Q3 | $225K | Sell |
4,795
-5,282
| -52% | -$248K | ﹤0.01% | 1115 |
|
|
2024
Q2 | $544K | Sell |
10,077
-20
| -0.2% | -$1.08K | 0.01% | 662 |
|
|
2024
Q1 | $688K | Sell |
10,097
-11,843
| -54% | -$807K | 0.01% | 583 |
|
|
2023
Q4 | $1.37M | Buy |
21,940
+14,735
| +205% | +$922K | 0.02% | 440 |
|
|
2023
Q3 | $327K | Hold |
7,205
| – | – | 0.01% | 654 |
|
|
2023
Q2 | $404K | Buy |
+7,205
| New | +$404K | 0.01% | 594 |
|