AE Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-26,085
| Closed | -$794K | – | 1737 |
|
2021
Q4 | $794K | Buy |
+26,085
| New | +$794K | 0.01% | 1042 |
|
2019
Q4 | – | Sell |
-6,119
| Closed | -$367K | – | 1144 |
|
2019
Q3 | $367K | Buy |
6,119
+80
| +1% | +$4.8K | 0.01% | 710 |
|
2019
Q2 | $388K | Buy |
6,039
+109
| +2% | +$7K | 0.01% | 659 |
|
2019
Q1 | $481K | Buy |
5,930
+140
| +2% | +$11.4K | 0.03% | 348 |
|
2018
Q4 | $313K | Buy |
+5,790
| New | +$313K | 0.05% | 339 |
|