Alta Wealth Advisors’s IVERIC bio, Inc. Common Stock ISEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-34,265
| Closed | -$1.35M | – | 138 |
|
|
2023
Q2 | $1.35M | Hold |
34,265
| – | – | 0.79% | 33 |
|
|
2023
Q1 | $834K | Hold |
34,265
| – | – | 0.53% | 61 |
|
|
2022
Q4 | $734K | Hold |
34,265
| – | – | 0.5% | 64 |
|
|
2022
Q3 | $615K | Hold |
34,265
| – | – | 0.44% | 68 |
|
|
2022
Q2 | $329K | Hold |
34,265
| – | – | 0.23% | 113 |
|
|
2022
Q1 | $577K | Buy |
34,265
+20,000
| +140% | +$337K | 0.34% | 93 |
|
|
2021
Q4 | $239K | Sell |
14,265
-17,432
| -55% | -$292K | 0.15% | 135 |
|
|
2021
Q3 | $515K | Hold |
31,697
| – | – | 0.37% | 93 |
|
|
2021
Q2 | $200K | Hold |
31,697
| – | – | 0.15% | 141 |
|
|
2021
Q1 | $196K | Hold |
31,697
| – | – | 0.16% | 129 |
|
|
2020
Q4 | $219K | Buy |
+31,697
| New | +$219K | 0.18% | 131 |
|