Wealthcare Advisory Partners’s CRISPR Therapeutics CRSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,200
| Closed | -$286K | – | 830 |
|
|
2024
Q1 | $286K | Buy |
4,200
+300
| +8% | +$20.4K | 0.01% | 686 |
|
|
2023
Q4 | $244K | Buy |
+3,900
| New | +$244K | 0.01% | 662 |
|
|
2023
Q3 | – | Sell |
-3,900
| Closed | -$219K | – | 704 |
|
|
2023
Q2 | $219K | Buy |
+3,900
| New | +$219K | 0.01% | 648 |
|
|
2021
Q4 | – | Sell |
-2,200
| Closed | -$246K | – | 585 |
|
|
2021
Q3 | $246K | Buy |
2,200
+200
| +10% | +$22.4K | 0.02% | 467 |
|
|
2021
Q2 | $324K | Buy |
2,000
+780
| +64% | +$126K | 0.02% | 406 |
|
|
2021
Q1 | $149K | Buy |
+1,220
| New | +$149K | 0.01% | 553 |
|
|
2020
Q2 | – | Sell |
-545
| Closed | -$23K | – | 512 |
|
|
2020
Q1 | $23K | Buy |
545
+350
| +179% | +$14.8K | ﹤0.01% | 693 |
|
|
2019
Q4 | $12K | Hold |
195
| – | – | ﹤0.01% | 885 |
|
|
2019
Q3 | $8K | Buy |
195
+40
| +26% | +$1.64K | ﹤0.01% | 964 |
|
|
2019
Q2 | $7K | Hold |
155
| – | – | ﹤0.01% | 980 |
|
|
2019
Q1 | $6K | Hold |
155
| – | – | ﹤0.01% | 914 |
|
|
2018
Q4 | $4K | Hold |
155
| – | – | ﹤0.01% | 966 |
|
|
2018
Q3 | $7K | Sell |
155
-16
| -9% | -$723 | ﹤0.01% | 925 |
|
|
2018
Q2 | $10K | Buy |
171
+155
| +969% | +$9.06K | ﹤0.01% | 830 |
|
|
2018
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1002 |
|