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Calton & Associates’s Iovance Biotherapeutics IOVA Stock Holding History

Calton & Associates’s Portfolio IOVA Stock Details IOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.9K Buy
12,781
+1,575
+14% +$5.04K 0.01% 434
2025
Q4 		$30.6K Buy
11,206
+1,072
+11% +$2.48K ﹤0.01% 445
2025
Q3 		$22K Buy
10,134
+71
+0.7% +$168 ﹤0.01% 423
2025
Q2 		$17.3K Buy
+10,063
New +$25K ﹤0.01% 384
2024
Q1 		– Sell
-12,090
Closed -$98.3K – 221
2023
Q4 		$98.3K Buy
+12,090
New +$63.3K 0.04% 237
2021
Q1 		– Sell
-4,500
Closed -$209K – 416
2020
Q4 		$209K Buy
+4,500
New +$179K 0.04% 360
2018
Q1 		– Hold
0
– – – 810
2017
Q4 		– Hold
0
– – – 1502

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State Street
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VCM
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Two Sigma Investments
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VPM
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Millennium Management
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return