WealthTrust Axiom’s Carisma Therapeutics CARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,588
| Closed | -$19.4K | – | 254 |
|
|
2022
Q4 | $19.4K | Hold |
1,588
| – | – | 0.01% | 242 |
|
|
2022
Q3 | $13K | Hold |
1,588
| – | – | 0.01% | 239 |
|
|
2022
Q2 | $25K | Hold |
1,588
| – | – | 0.01% | 239 |
|
|
2022
Q1 | $19K | Hold |
1,588
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $25K | Hold |
1,588
| – | – | 0.01% | 258 |
|
|
2021
Q3 | $25K | Sell |
1,588
-400
| -20% | -$6.3K | 0.01% | 253 |
|
|
2021
Q2 | $183K | Buy |
1,988
+1,475
| +288% | +$136K | 0.06% | 238 |
|
|
2021
Q1 | $26K | Buy |
+513
| New | +$26K | 0.01% | 251 |
|