Alta Wealth Advisors’s IVERIC bio, Inc. Common Stock ISEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value 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% +$296K 0.34% 93
2021
Q4
$239K Sell
14,265
-17,432
-55% -$286K 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 +$203K 0.18% 131

Alta Wealth Advisors's ISEE Position: Q3 2023 in Review

Alta Wealth Advisors sold out of IVERIC bio, Inc. Common Stock (ISEE) in Q3 2023, closing a stake of 34,265 shares — an estimated $1.35M sold.

Alta Wealth Advisors first reported a position in ISEE in Q4 2020 and held it in 11 quarters. The position peaked at $1.35M in Q2 2023. 0 funds tracked by Wall St. Rank hold ISEE as of Q3 2023.

  • Alta Wealth Advisors reported no remaining IVERIC bio, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Alta Wealth Advisors sold 34,265 IVERIC bio, Inc. Common Stock shares in Q3 2023, an estimated $1.35M.
  • Alta Wealth Advisors first reported a position in IVERIC bio, Inc. Common Stock in Q4 2020 and held it in 11 quarters.
  • Alta Wealth Advisors's IVERIC bio, Inc. Common Stock position peaked at $1.35M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held IVERIC bio, Inc. Common Stock as of Q3 2023.

Based on Alta Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.