BerganKDV Wealth Management’s ImmunityBio IBRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $320 | Hold |
115
| – | – | ﹤0.01% | 835 |
|
|
2023
Q1 | $210 | Hold |
115
| – | – | ﹤0.01% | 1028 |
|
|
2022
Q4 | $583 | Hold |
115
| – | – | ﹤0.01% | 939 |
|
|
2022
Q3 | $1K | Hold |
115
| – | – | ﹤0.01% | 896 |
|
|
2022
Q2 | $0 | Hold |
115
| – | – | ﹤0.01% | 1008 |
|
|
2022
Q1 | $1K | Hold |
115
| – | – | ﹤0.01% | 932 |
|
|
2021
Q4 | $1K | Hold |
115
| – | – | ﹤0.01% | 990 |
|
|
2021
Q3 | $1K | Hold |
115
| – | – | ﹤0.01% | 975 |
|
|
2021
Q2 | $2K | Buy |
+115
| New | +$2K | ﹤0.01% | 819 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | – | – | 966 |
|
|
2020
Q4 | $0 | Buy |
+34
| New | – | ﹤0.01% | 976 |
|