Spire Wealth Management’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 |
-50
| Closed | -$1K | – | 2488 |
|
|
2022
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2146 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 2225 |
|
|
2022
Q2 | $1K | Sell |
50
-50
| -50% | -$1K | ﹤0.01% | 2470 |
|
|
2022
Q1 | $1K | Buy |
100
+10
| +11% | +$100 | ﹤0.01% | 2454 |
|
|
2021
Q4 | $1K | Hold |
90
| – | – | ﹤0.01% | 2852 |
|
|
2021
Q3 | $1K | Hold |
90
| – | – | ﹤0.01% | 2521 |
|
|
2021
Q2 | $8K | Buy |
90
+60
| +200% | +$5.33K | ﹤0.01% | 2184 |
|
|
2021
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 2831 |
|