CAPTRUST Financial Advisors’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-38
| Closed | -$1K | – | 3030 |
|
|
2022
Q2 | $1K | Buy |
38
+30
| +375% | +$789 | ﹤0.01% | 4685 |
|
|
2022
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 5017 |
|
|
2021
Q4 | $0 | Sell |
8
-3
| -27% | – | ﹤0.01% | 4833 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 4435 |
|
|
2021
Q2 | $1K | Sell |
11
-106
| -91% | -$9.64K | ﹤0.01% | 4346 |
|
|
2021
Q1 | $13K | Buy |
117
+34
| +41% | +$3.78K | ﹤0.01% | 3285 |
|
|
2020
Q4 | $9K | Buy |
83
+66
| +388% | +$7.16K | ﹤0.01% | 2618 |
|
|
2020
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 2771 |
|