Beaird Harris Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,000
| Closed | -$238K | – | 631 |
|
|
2024
Q2 | $238K | Hold |
5,000
| – | – | 0.02% | 117 |
|
|
2024
Q1 | $217K | Hold |
5,000
| – | – | 0.02% | 109 |
|
|
2023
Q4 | $253K | Hold |
5,000
| – | – | 0.03% | 101 |
|
|
2023
Q3 | $227K | Hold |
5,000
| – | – | 0.03% | 92 |
|
|
2023
Q2 | $205K | Hold |
5,000
| – | – | 0.02% | 94 |
|
|
2023
Q1 | $179K | Sell |
5,000
-62
| -1% | -$2.22K | 0.03% | 90 |
|
|
2022
Q4 | $191K | Buy |
5,062
+62
| +1% | +$2.34K | 0.04% | 90 |
|
|
2022
Q3 | $221K | Buy |
+5,000
| New | +$221K | 0.05% | 75 |
|
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$185K | – | 504 |
|
|
2022
Q1 | $185K | Hold |
5,000
| – | – | 0.07% | 89 |
|
|
2021
Q4 | $152K | Buy |
+5,000
| New | +$152K | 0.06% | 127 |
|