B. Riley Wealth Advisors’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,640
| Closed | -$55K | – | 1486 |
|
|
2022
Q2 | $55K | Buy |
2,640
+72
| +3% | +$1.5K | ﹤0.01% | 1168 |
|
|
2022
Q1 | $111K | Sell |
2,568
-699
| -21% | -$30.2K | ﹤0.01% | 1285 |
|
|
2021
Q4 | $196K | Sell |
3,267
-168
| -5% | -$10.1K | 0.01% | 1273 |
|
|
2021
Q3 | $296K | Sell |
3,435
-446
| -11% | -$38.4K | 0.01% | 1045 |
|
|
2021
Q2 | $432K | Sell |
3,881
-2,370
| -38% | -$264K | 0.01% | 838 |
|
|
2021
Q1 | $697K | Buy |
6,251
+2,603
| +71% | +$290K | 0.02% | 593 |
|
|
2020
Q4 | $388K | Buy |
3,648
+2,177
| +148% | +$232K | 0.02% | 621 |
|
|
2020
Q3 | $227K | Buy |
1,471
+356
| +32% | +$54.9K | 0.01% | 805 |
|
|
2020
Q2 | $361K | Buy |
+1,115
| New | +$361K | 0.02% | 565 |
|
|
2014
Q3 | – | Sell |
-21
| Closed | -$2.7K | – | 1256 |
|
|
2014
Q2 | $2.7K | Buy |
+21
| New | +$2.7K | ﹤0.01% | 2183 |
|