Carson Wealth (CWM LLC)’s Inovio Pharmaceuticals INO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
5,532
+570
| +11% | +$1.13K | ﹤0.01% | 4238 |
|
|
2025
Q1 | $8K | Buy |
4,962
+3,228
| +186% | +$5.2K | ﹤0.01% | 4212 |
|
|
2024
Q4 | $3K | Buy |
+1,734
| New | +$3K | ﹤0.01% | 4413 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | – | – | 4173 |
|
|
2022
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4087 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$1K | – | 3914 |
|
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 3340 |
|
|
2021
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 3117 |
|
|
2021
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 2506 |
|
|
2021
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 2506 |
|
|
2020
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 2506 |
|
|
2020
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 2506 |
|
|
2020
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 2506 |
|
|
2020
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 2506 |
|
|
2019
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 2506 |
|
|
2019
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 2506 |
|
|
2019
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 2506 |
|
|
2019
Q1 | $3K | Sell |
30
-220
| -88% | -$22K | ﹤0.01% | 2506 |
|
|
2018
Q4 | $12K | Hold |
250
| – | – | ﹤0.01% | 1267 |
|
|
2018
Q3 | $17K | Hold |
250
| – | – | ﹤0.01% | 990 |
|
|
2018
Q2 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 948 |
|