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Able Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

Able Wealth Management’s Portfolio INO Stock Details INO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21
Closed -$128 – 319
2023
Q4 		$128 Buy
+21
New +$104 ﹤0.01% 594

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SFI
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HF
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Able Wealth Management's INO Position: Q1 2024 in Review

Able Wealth Management sold out of Inovio Pharmaceuticals (INO) in Q1 2024, closing a stake of 21 shares — an estimated $128 sold.

Able Wealth Management first reported a position in INO in Q4 2023 and held it in 1 quarter. The position peaked at $128 in Q4 2023. 89 funds tracked by Wall St. Rank hold INO as of Q1 2024.

  • Able Wealth Management reported no remaining Inovio Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 21 Inovio Pharmaceuticals shares in Q1 2024, an estimated $128.
  • Able Wealth Management first reported a position in Inovio Pharmaceuticals in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Inovio Pharmaceuticals position peaked at $128 in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.