WE
Wealth Effects’s Perspective Therapeutics CATX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.6K | Sell |
24,000
-15,000
| -38% | -$51.6K | 0.03% | 202 |
|
|
2025
Q1 | $83.1K | Buy |
39,000
+1,000
| +3% | +$2.13K | 0.03% | 194 |
|
|
2024
Q4 | $121K | Buy |
38,000
+24,750
| +187% | +$79K | 0.04% | 205 |
|
|
2024
Q3 | $177K | Sell |
13,250
-4,100
| -24% | -$54.7K | 0.06% | 202 |
|
|
2024
Q2 | $173K | Sell |
17,350
-100,150
| -85% | -$998K | 0.06% | 192 |
|
|
2024
Q1 | $140K | Sell |
117,500
-2,500
| -2% | -$2.98K | 0.05% | 207 |
|
|
2023
Q4 | $48.2K | Buy |
120,000
+10,000
| +9% | +$4.02K | 0.02% | 222 |
|
|
2023
Q3 | $30.1K | Hold |
110,000
| – | – | 0.01% | 191 |
|
|
2023
Q2 | $73.5K | Hold |
110,000
| – | – | 0.03% | 195 |
|
|
2023
Q1 | $70.2K | Hold |
110,000
| – | – | 0.04% | 192 |
|
|
2022
Q4 | $27.2K | Hold |
110,000
| – | – | 0.02% | 187 |
|
|
2022
Q3 | $25K | Buy |
110,000
+100,000
| +1,000% | +$22.7K | 0.02% | 182 |
|
|
2022
Q2 | $3K | Hold |
10,000
| – | – | ﹤0.01% | 189 |
|
|
2022
Q1 | $4K | Hold |
10,000
| – | – | ﹤0.01% | 204 |
|
|
2021
Q4 | $4K | Buy |
+10,000
| New | +$4K | ﹤0.01% | 215 |
|