Tortoise Investment 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
Q2 | – | Sell |
-200
| Closed | -$620 | – | 778 |
|
|
2023
Q1 | $620 | Hold |
200
| – | – | ﹤0.01% | 734 |
|
|
2022
Q4 | $2.44K | Hold |
200
| – | – | ﹤0.01% | 666 |
|
|
2022
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 675 |
|
|
2022
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 632 |
|
|
2022
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 624 |
|
|
2021
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 575 |
|
|
2021
Q3 | $3K | Sell |
200
-100
| -33% | -$1.5K | ﹤0.01% | 554 |
|
|
2021
Q2 | $28K | Buy |
300
+20
| +7% | +$1.87K | 0.01% | 335 |
|
|
2021
Q1 | $15K | Sell |
280
-70
| -20% | -$3.75K | ﹤0.01% | 384 |
|
|
2020
Q4 | $9K | Hold |
350
| – | – | ﹤0.01% | 420 |
|
|
2020
Q3 | $10K | Sell |
350
-150
| -30% | -$4.29K | ﹤0.01% | 374 |
|
|
2020
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 392 |
|
|
2020
Q1 | $6K | Buy |
500
+100
| +25% | +$1.2K | ﹤0.01% | 416 |
|
|
2019
Q4 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 433 |
|
|
2019
Q3 | – | Sell |
-250
| Closed | -$8K | – | 594 |
|
|
2019
Q2 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 451 |
|