Clearstead Advisors’s Iovance Biotherapeutics IOVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4K | Hold |
20,000
| – | – | ﹤0.01% | 1406 |
|
|
2025
Q1 | $66.6K | Sell |
20,000
-609
| -3% | -$2.03K | ﹤0.01% | 1095 |
|
|
2024
Q4 | $153K | Buy |
20,609
+279
| +1% | +$2.07K | ﹤0.01% | 920 |
|
|
2024
Q3 | $191K | Buy |
20,330
+114
| +0.6% | +$1.07K | ﹤0.01% | 868 |
|
|
2024
Q2 | $162K | Buy |
20,216
+20,000
| +9,259% | +$160K | ﹤0.01% | 881 |
|
|
2024
Q1 | $2.35K | Buy |
+216
| New | +$2.35K | ﹤0.01% | 1289 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$306 | – | 1410 |
|
|
2023
Q1 | $306 | Hold |
50
| – | – | ﹤0.01% | 1330 |
|
|
2022
Q4 | $320 | Hold |
50
| – | – | ﹤0.01% | 1258 |
|
|
2022
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 1299 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1189 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 1294 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 1182 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1211 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1156 |
|
|
2021
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 964 |
|