American Trust’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,944
| Closed | -$11.9K | – | 296 |
|
|
2023
Q4 | $11.9K | Hold |
1,944
| – | – | ﹤0.01% | 285 |
|
|
2023
Q3 | $9.08K | Sell |
1,944
-556
| -22% | -$2.6K | ﹤0.01% | 286 |
|
|
2023
Q2 | $13.4K | Buy |
2,500
+194
| +8% | +$1.04K | ﹤0.01% | 418 |
|
|
2023
Q1 | $22.7K | Hold |
2,306
| – | – | ﹤0.01% | 434 |
|
|
2022
Q4 | $43.2K | Hold |
2,306
| – | – | ﹤0.01% | 433 |
|
|
2022
Q3 | $48K | Hold |
2,306
| – | – | ﹤0.01% | 414 |
|
|
2022
Q2 | $48K | Buy |
2,306
+417
| +22% | +$8.68K | ﹤0.01% | 439 |
|
|
2022
Q1 | $81K | Buy |
1,889
+42
| +2% | +$1.8K | 0.01% | 498 |
|
|
2021
Q4 | $111K | Buy |
+1,847
| New | +$111K | 0.01% | 367 |
|