Arete Wealth Advisors’s Iovance Biotherapeutics IOVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44K | Sell |
25,500
-250
| -1% | -$431 | ﹤0.01% | 711 |
|
|
2025
Q1 | $86K | Hold |
25,750
| – | – | 0.01% | 696 |
|
|
2024
Q4 | $191K | Sell |
25,750
-8,850
| -26% | -$65.6K | 0.01% | 704 |
|
|
2024
Q3 | $325K | Sell |
34,600
-28,800
| -45% | -$271K | 0.03% | 492 |
|
|
2024
Q2 | $508K | Sell |
63,400
-5,100
| -7% | -$40.9K | 0.04% | 386 |
|
|
2024
Q1 | $1.02M | Sell |
68,500
-147,750
| -68% | -$2.19M | 0.09% | 207 |
|
|
2023
Q4 | $1.76M | Buy |
216,250
+183,250
| +555% | +$1.49M | 0.13% | 162 |
|
|
2023
Q3 | $150K | Buy |
33,000
+20,100
| +156% | +$91.5K | 0.03% | 454 |
|
|
2023
Q2 | $91K | Buy |
+12,900
| New | +$91K | 0.01% | 633 |
|