Clearstead Advisors’s Iovance Biotherapeutics IOVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$70.2K	Hold	20,000	–	–	﹤0.01%	1222
2025 Q4	$54.6K	Hold	20,000	–	–	﹤0.01%	1372
2025 Q3	$43.4K	Hold	20,000	–	–	﹤0.01%	1326
2025 Q2	$34.4K	Hold	20,000	–	–	﹤0.01%	1410
2025 Q1	$66.6K	Sell	20,000 -609	-3%	-$3.14K	﹤0.01%	1098
2024 Q4	$153K	Buy	20,609 +279	+1%	+$2.59K	﹤0.01%	922
2024 Q3	$191K	Buy	20,330 +114	+0.6%	+$1.08K	﹤0.01%	870
2024 Q2	$162K	Buy	20,216 +20,000	+9,259%	+$214K	﹤0.01%	882
2024 Q1	$2.35K	Buy	+216	New	+$2.51K	﹤0.01%	1290
2023 Q2	–	Sell	-50	Closed	-$306	–	1410
2023 Q1	$306	Hold	50	–	–	﹤0.01%	1330
2022 Q4	$320	Hold	50	–	–	﹤0.01%	1259
2022 Q3	$0	Hold	50	–	–	﹤0.01%	1301
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	1191
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	1296
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	1186
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	1214
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	1157
2021 Q1	$2K	Buy	+50	New	+$2.07K	﹤0.01%	965