VWM
Venturi Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,700
| Closed | -$79.9K | – | 1951 |
|
2024
Q3 | $79.9K | Sell |
1,700
-700
| -29% | -$32.9K | ﹤0.01% | 625 |
|
2024
Q2 | $130K | Hold |
2,400
| – | – | 0.01% | 465 |
|
2024
Q1 | $164K | Sell |
2,400
-26
| -1% | -$1.77K | 0.01% | 369 |
|
2023
Q4 | $152K | Buy |
2,426
+26
| +1% | +$1.63K | 0.01% | 372 |
|
2023
Q3 | $109K | Buy |
2,400
+117
| +5% | +$5.31K | 0.01% | 394 |
|
2023
Q2 | $128K | Buy |
2,283
+200
| +10% | +$11.2K | 0.01% | 350 |
|
2023
Q1 | $94.2K | Buy |
+2,083
| New | +$94.2K | 0.01% | 412 |
|