WR Wealth Planners’s Cartesian Therapeutics RNAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $591 | Buy |
233
+194
| +497% | +$492 | ﹤0.01% | 971 |
|
|
2024
Q3 | $629 | Hold |
39
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q2 | $1.05K | Sell |
39
-1
| -3% | -$27 | ﹤0.01% | 952 |
|
|
2024
Q1 | $780 | Buy |
+40
| New | +$780 | ﹤0.01% | 995 |
|
|
2023
Q4 | – | Sell |
-40
| Closed | -$1.27K | – | 709 |
|
|
2023
Q3 | $1.27K | Hold |
40
| – | – | ﹤0.01% | 823 |
|
|
2023
Q2 | $1.34K | Hold |
40
| – | – | ﹤0.01% | 811 |
|
|
2023
Q1 | $1.67K | Buy |
+40
| New | +$1.67K | ﹤0.01% | 792 |
|