Caldwell Trust’s Ionis Pharmaceuticals IONS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,000
2022
Q3
$177K Hold
4,000
2022
Q2
$148K Hold
4,000
2022
Q1
$148K Hold
4,000
2021
Q4
$122K Hold
4,000
2021
Q3
$134K Hold
4,000
2021
Q2
$160K Hold
4,000
2021
Q1
$180K Hold
4,000
2020
Q4
$226K Hold
4,000
2020
Q3
$190K Hold
4,000
2020
Q2
$236K Hold
4,000
2020
Q1
$189K Hold
4,000
2019
Q4
$242K Buy
+4,000