Berman Capital Advisors’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $40K | Buy |
1,220
+917
| +303% | +$30.1K | 0.01% | 763 |
|
|
2021
Q2 | $11K | Buy |
303
+110
| +57% | +$3.99K | ﹤0.01% | 1111 |
|
|
2021
Q1 | $8K | Buy |
193
+12
| +7% | +$497 | ﹤0.01% | 1105 |
|
|
2020
Q4 | $10K | Buy |
181
+70
| +63% | +$3.87K | ﹤0.01% | 920 |
|
|
2020
Q3 | $5K | Buy |
111
+91
| +455% | +$4.1K | ﹤0.01% | 1040 |
|
|
2020
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1441 |
|
|
2020
Q1 | – | Sell |
-67
| Closed | -$4K | – | 1564 |
|
|
2019
Q4 | $4K | Sell |
67
-31
| -32% | -$1.85K | ﹤0.01% | 1026 |
|
|
2019
Q3 | $5K | Buy |
98
+79
| +416% | +$4.03K | ﹤0.01% | 942 |
|
|
2019
Q2 | $1K | Sell |
19
-67
| -78% | -$3.53K | ﹤0.01% | 1335 |
|
|
2019
Q1 | $6K | Buy |
+86
| New | +$6K | ﹤0.01% | 817 |
|