Concord Wealth Partners’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-36
| Closed | -$1.36K | – | 1115 |
|
|
2022
Q4 | $1.36K | Buy |
+36
| New | +$1.36K | ﹤0.01% | 1013 |
|
|
2022
Q3 | – | Sell |
-82
| Closed | -$3K | – | 625 |
|
|
2022
Q2 | $3K | Sell |
82
-71
| -46% | -$2.6K | ﹤0.01% | 945 |
|
|
2022
Q1 | $6K | Sell |
153
-300
| -66% | -$11.8K | ﹤0.01% | 873 |
|
|
2021
Q4 | $14K | Buy |
453
+336
| +287% | +$10.4K | ﹤0.01% | 714 |
|
|
2021
Q3 | $4K | Sell |
117
-300
| -72% | -$10.3K | ﹤0.01% | 630 |
|
|
2021
Q2 | $17K | Hold |
417
| – | – | ﹤0.01% | 537 |
|
|
2021
Q1 | $19K | Buy |
417
+117
| +39% | +$5.33K | 0.01% | 482 |
|
|
2020
Q4 | $17K | Buy |
+300
| New | +$17K | 0.01% | 327 |
|