SWM
Stapp Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,453
| Closed | -$235K | – | 23 |
|
|
2024
Q1 | $235K | Buy |
3,453
+3
| +0.1% | +$204 | 0.41% | 19 |
|
|
2023
Q4 | $216K | Buy |
+3,450
| New | +$216K | 0.36% | 22 |
|
|
2022
Q4 | – | Sell |
-2,776
| Closed | -$181K | – | 38 |
|
|
2022
Q3 | $181K | Buy |
+2,776
| New | +$181K | 0.53% | 18 |
|