Bellevue Group’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,675
| Closed | -$579K | – | 128 |
|
|
2017
Q4 | $579K | Sell |
11,675
-325
| -3% | -$16.1K | 0.06% | 120 |
|
|
2017
Q3 | $913K | Hold |
12,000
| – | – | 0.1% | 112 |
|
|
2017
Q2 | $1.13M | Hold |
12,000
| – | – | 0.13% | 100 |
|
|
2017
Q1 | $953K | Sell |
12,000
-917
| -7% | -$72.8K | 0.13% | 105 |
|
|
2016
Q4 | $1.08M | Hold |
12,917
| – | – | 0.22% | 81 |
|
|
2016
Q3 | $1.45M | Hold |
12,917
| – | – | 0.26% | 85 |
|
|
2016
Q2 | $1.43M | Sell |
12,917
-9,166
| -42% | -$1.02M | 0.27% | 86 |
|
|
2016
Q1 | $2.31M | Buy |
+22,083
| New | +$2.31M | 0.42% | 73 |
|