WR Wealth Planners’s Cartesian Therapeutics RNAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$591 Buy
2024
Q3
$629 Hold
2024
Q2
$1.05K Sell
2024
Q1
$780 Buy
2023
Q4
Sell
2023
Q3
$1.27K Hold
2023
Q2
$1.34K Hold
2023
Q1
$1.67K Buy