SWM
Sugarloaf Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 800 |
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 746 |
|
2022
Q2 | $21K | Hold |
10
| – | – | 0.01% | 395 |
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 665 |
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 698 |
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 702 |
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 664 |
|
2021
Q1 | $1 | Hold |
10
| – | – | ﹤0.01% | 697 |
|
2020
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 625 |
|