Valeo Financial Advisors’s Editas Medicine EDIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,959
| Closed | -$245K | – | 548 |
|
|
2021
Q3 | $245K | Sell |
5,959
-111
| -2% | -$4.56K | 0.01% | 422 |
|
|
2021
Q2 | $344K | Buy |
6,070
+128
| +2% | +$7.25K | 0.02% | 320 |
|
|
2021
Q1 | $250K | Buy |
5,942
+2,042
| +52% | +$85.9K | 0.01% | 381 |
|
|
2020
Q4 | $273K | Hold |
3,900
| – | – | 0.01% | 351 |
|
|
2020
Q3 | $109K | Sell |
3,900
-5
| -0.1% | -$140 | 0.01% | 451 |
|
|
2020
Q2 | $116K | Buy |
3,905
+3,417
| +700% | +$102K | 0.01% | 447 |
|
|
2020
Q1 | $11K | Sell |
488
-480
| -50% | -$10.8K | ﹤0.01% | 1012 |
|
|
2019
Q4 | $29K | Buy |
968
+480
| +98% | +$14.4K | ﹤0.01% | 811 |
|
|
2019
Q3 | $11K | Sell |
488
-40
| -8% | -$902 | ﹤0.01% | 987 |
|
|
2019
Q2 | $13K | Hold |
528
| – | – | ﹤0.01% | 950 |
|
|
2019
Q1 | $13K | Buy |
528
+413
| +359% | +$10.2K | ﹤0.01% | 876 |
|
|
2018
Q4 | $3K | Hold |
115
| – | – | ﹤0.01% | 1190 |
|
|
2018
Q3 | $3K | Buy |
115
+75
| +188% | +$1.96K | ﹤0.01% | 1329 |
|
|
2018
Q2 | $1K | Sell |
40
-20
| -33% | -$500 | ﹤0.01% | 1440 |
|
|
2018
Q1 | $2K | Sell |
60
-20
| -25% | -$667 | ﹤0.01% | 1318 |
|
|
2017
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1174 |
|
|
2017
Q3 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 1005 |
|