Allworth Financial’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $605 | Hold |
297
| – | – | ﹤0.01% | 4078 |
|
2025
Q1 | $571 | Hold |
297
| – | – | ﹤0.01% | 3638 |
|
2024
Q4 | $669 | Buy |
297
+12
| +4% | +$27 | ﹤0.01% | 3520 |
|
2024
Q3 | $1.65K | Buy |
285
+4
| +1% | +$23 | ﹤0.01% | 3037 |
|
2024
Q2 | $2.83K | Buy |
281
+250
| +806% | +$2.52K | ﹤0.01% | 2769 |
|
2024
Q1 | $431 | Hold |
31
| – | – | ﹤0.01% | 3319 |
|
2023
Q4 | $192 | Hold |
31
| – | – | ﹤0.01% | 3289 |
|
2023
Q3 | $146 | Hold |
31
| – | – | ﹤0.01% | 3269 |
|
2023
Q2 | $168 | Hold |
31
| – | – | ﹤0.01% | 3131 |
|
2023
Q1 | $308 | Buy |
+31
| New | +$308 | ﹤0.01% | 2931 |
|
2018
Q4 | – | Sell |
-894
| Closed | -$60K | – | 896 |
|
2018
Q3 | $60K | Buy |
+894
| New | +$60K | ﹤0.01% | 266 |
|