Bard Financial Services’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,950
| Closed | -$431K | – | 229 |
|
|
2024
Q1 | $431K | Sell |
9,950
-4,150
| -29% | -$180K | 0.05% | 163 |
|
|
2023
Q4 | $713K | Sell |
14,100
-11,450
| -45% | -$579K | 0.08% | 133 |
|
|
2023
Q3 | $1.16M | Sell |
25,550
-5,750
| -18% | -$261K | 0.14% | 107 |
|
|
2023
Q2 | $1.28M | Sell |
31,300
-525
| -2% | -$21.5K | 0.1% | 146 |
|
|
2023
Q1 | $1.14M | Sell |
31,825
-22,100
| -41% | -$790K | 0.09% | 159 |
|
|
2022
Q4 | $2.04M | Sell |
53,925
-33,970
| -39% | -$1.28M | 0.17% | 113 |
|
|
2022
Q3 | $3.89M | Sell |
87,895
-5,550
| -6% | -$246K | 0.36% | 69 |
|
|
2022
Q2 | $3.46M | Sell |
93,445
-5,575
| -6% | -$206K | 0.32% | 77 |
|
|
2022
Q1 | $3.67M | Buy |
99,020
+57,500
| +138% | +$2.13M | 0.3% | 86 |
|
|
2021
Q4 | $1.26M | Buy |
41,520
+31,795
| +327% | +$967K | 0.1% | 132 |
|
|
2021
Q3 | $326K | Buy |
+9,725
| New | +$326K | 0.03% | 216 |
|