CBFP
Cedar Brook Financial Partners’s Inovio Pharmaceuticals INO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,876
| Closed | -$151K | – | 206 |
|
|
2024
Q1 | $151K | Sell |
10,876
-119,646
| -92% | -$1.66M | 0.03% | 428 |
|
|
2023
Q4 | $116K | Hold |
130,522
| – | – | 0.03% | 411 |
|
|
2023
Q3 | $50.8K | Hold |
130,522
| – | – | 0.01% | 376 |
|
|
2023
Q2 | $58.3K | Buy |
130,522
+25,641
| +24% | +$11.4K | 0.01% | 401 |
|
|
2023
Q1 | $86K | Buy |
104,881
+16,131
| +18% | +$13.2K | 0.02% | 379 |
|
|
2022
Q4 | $138K | Hold |
88,750
| – | – | 0.04% | 360 |
|
|
2022
Q3 | $153K | Hold |
88,750
| – | – | 0.05% | 337 |
|
|
2022
Q2 | $154K | Hold |
88,750
| – | – | 0.05% | 330 |
|
|
2022
Q1 | $319K | Buy |
88,750
+34,250
| +63% | +$123K | 0.08% | 264 |
|
|
2021
Q4 | $272K | Hold |
54,500
| – | – | 0.07% | 301 |
|
|
2021
Q3 | $390K | Hold |
54,500
| – | – | 0.12% | 201 |
|
|
2021
Q2 | $505K | Hold |
54,500
| – | – | 0.15% | 176 |
|
|
2021
Q1 | $506K | Hold |
54,500
| – | – | 0.18% | 142 |
|
|
2020
Q4 | $482K | Sell |
54,500
-400
| -0.7% | -$3.54K | 0.17% | 143 |
|
|
2020
Q3 | $637K | Hold |
54,900
| – | – | 0.25% | 115 |
|
|
2020
Q2 | $1.48M | Buy |
54,900
+400
| +0.7% | +$10.8K | 0.66% | 31 |
|
|
2020
Q1 | $405K | Buy |
54,500
+13,000
| +31% | +$96.6K | 0.22% | 131 |
|
|
2019
Q4 | $137K | Hold |
41,500
| – | – | 0.06% | 283 |
|
|
2019
Q3 | $85K | Hold |
41,500
| – | – | 0.04% | 295 |
|
|
2019
Q2 | $122K | Hold |
41,500
| – | – | 0.06% | 291 |
|
|
2019
Q1 | $155K | Hold |
41,500
| – | – | 0.08% | 277 |
|
|
2018
Q4 | $166K | Buy |
+41,500
| New | +$166K | 0.1% | 230 |
|