Bogart Wealth LLC’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | -$3 | – | 1099 |
|
|
2023
Q4 | – | Hold |
0
| – | -$2 | – | 1059 |
|
|
2023
Q3 | – | Hold |
0
| – | -$2 | – | 1069 |
|
|
2023
Q2 | – | Hold |
0
| – | -$4 | – | 1043 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$86 | – | 1103 |
|
|
2022
Q4 | $86 | Buy |
5
+1
| +25% | +$17 | ﹤0.01% | 984 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1088 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | – | – | 947 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 821 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 797 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 750 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 706 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 676 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 515 |
|