WR Wealth Planners’s Cabaletta Bio CABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $947 | Buy |
417
+17
| +4% | +$39 | ﹤0.01% | 935 |
|
|
2024
Q3 | $1.89K | Hold |
400
| – | – | ﹤0.01% | 917 |
|
|
2024
Q2 | $2.99K | Sell |
400
-500
| -56% | -$3.74K | ﹤0.01% | 804 |
|
|
2024
Q1 | $15.4K | Buy |
+900
| New | +$15.4K | ﹤0.01% | 506 |
|
|
2023
Q4 | – | Sell |
-900
| Closed | -$13.7K | – | 269 |
|
|
2023
Q3 | $13.7K | Hold |
900
| – | – | 0.01% | 490 |
|
|
2023
Q2 | $11.6K | Hold |
900
| – | – | ﹤0.01% | 525 |
|
|
2023
Q1 | $7.44K | Buy |
+900
| New | +$7.44K | ﹤0.01% | 620 |
|