Creative Planning’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,170
| Closed | -$7.16K | – | 2893 |
|
|
2023
Q4 | $7.16K | Sell |
1,170
-29
| -2% | -$177 | ﹤0.01% | 2703 |
|
|
2023
Q3 | $5.6K | Sell |
1,199
-298
| -20% | -$1.39K | ﹤0.01% | 2664 |
|
|
2023
Q2 | $8.02K | Sell |
1,497
-1,309
| -47% | -$7.01K | ﹤0.01% | 2510 |
|
|
2023
Q1 | $27.6K | Buy |
2,806
+249
| +10% | +$2.45K | ﹤0.01% | 2364 |
|
|
2022
Q4 | $47.9K | Buy |
2,557
+1,547
| +153% | +$29K | ﹤0.01% | 2222 |
|
|
2022
Q3 | $21K | Sell |
1,010
-21
| -2% | -$437 | ﹤0.01% | 2143 |
|
|
2022
Q2 | $21K | Sell |
1,031
-73
| -7% | -$1.49K | ﹤0.01% | 2104 |
|
|
2022
Q1 | $47K | Sell |
1,104
-96
| -8% | -$4.09K | ﹤0.01% | 2058 |
|
|
2021
Q4 | $72K | Sell |
1,200
-109
| -8% | -$6.54K | ﹤0.01% | 1976 |
|
|
2021
Q3 | $112K | Sell |
1,309
-801
| -38% | -$68.5K | ﹤0.01% | 1924 |
|
|
2021
Q2 | $235K | Sell |
2,110
-4,909
| -70% | -$547K | ﹤0.01% | 1697 |
|
|
2021
Q1 | $782K | Buy |
7,019
+1,838
| +35% | +$205K | ﹤0.01% | 1162 |
|
|
2020
Q4 | $550K | Sell |
5,181
-484
| -9% | -$51.4K | ﹤0.01% | 1235 |
|
|
2020
Q3 | $789K | Buy |
5,665
+189
| +3% | +$26.3K | ﹤0.01% | 894 |
|
|
2020
Q2 | $1.77M | Buy |
5,476
+3,287
| +150% | +$1.06M | 0.01% | 530 |
|
|
2020
Q1 | $195K | Buy |
2,189
+804
| +58% | +$71.6K | ﹤0.01% | 1387 |
|
|
2019
Q4 | $55K | Sell |
1,385
-34
| -2% | -$1.35K | ﹤0.01% | 1791 |
|
|
2019
Q3 | $35K | Hold |
1,419
| – | – | ﹤0.01% | 1793 |
|
|
2019
Q2 | $50K | Buy |
+1,419
| New | +$50K | ﹤0.01% | 1790 |
|
|
2019
Q1 | – | Sell |
-929
| Closed | -$45K | – | 1879 |
|
|
2018
Q4 | $45K | Sell |
929
-36
| -4% | -$1.74K | ﹤0.01% | 1696 |
|
|
2018
Q3 | $64K | Hold |
965
| – | – | ﹤0.01% | 1815 |
|
|
2018
Q2 | $45K | Sell |
965
-326
| -25% | -$15.2K | ﹤0.01% | 1826 |
|
|
2018
Q1 | $73K | Buy |
1,291
+450
| +54% | +$25.4K | ﹤0.01% | 1764 |
|
|
2017
Q4 | $42K | Buy |
+841
| New | +$42K | ﹤0.01% | 1799 |
|
|
2017
Q3 | – | Sell |
-716
| Closed | -$67K | – | 2705 |
|
|
2017
Q2 | $67K | Sell |
716
-203
| -22% | -$19K | ﹤0.01% | 2270 |
|
|
2017
Q1 | $73K | Sell |
919
-746
| -45% | -$59.3K | ﹤0.01% | 2153 |
|
|
2016
Q4 | $139K | Buy |
1,665
+872
| +110% | +$72.8K | ﹤0.01% | 1624 |
|
|
2016
Q3 | $89K | Sell |
793
-1,848
| -70% | -$207K | ﹤0.01% | 1916 |
|
|
2016
Q2 | $293K | Sell |
2,641
-11,576
| -81% | -$1.28M | ﹤0.01% | 1060 |
|
|
2016
Q1 | $1.49M | Buy |
14,217
+1,367
| +11% | +$143K | 0.01% | 385 |
|
|
2015
Q4 | $1.04M | Buy |
12,850
+500
| +4% | +$40.3K | 0.01% | 494 |
|
|
2015
Q3 | $857K | Buy |
12,350
+142
| +1% | +$9.85K | 0.01% | 524 |
|
|
2015
Q2 | $1.2M | Buy |
12,208
+11,691
| +2,261% | +$1.14M | 0.01% | 417 |
|
|
2015
Q1 | $51K | Buy |
517
+84
| +19% | +$8.29K | ﹤0.01% | 2007 |
|
|
2014
Q4 | $48K | Buy |
433
+324
| +297% | +$35.9K | ﹤0.01% | 2014 |
|
|
2014
Q3 | $13K | Sell |
109
-33
| -23% | -$3.94K | ﹤0.01% | 2760 |
|
|
2014
Q2 | $18K | Buy |
142
+82
| +137% | +$10.4K | ﹤0.01% | 2513 |
|
|
2014
Q1 | $10K | Buy |
60
+4
| +7% | +$667 | ﹤0.01% | 2706 |
|
|
2013
Q4 | $8K | Buy |
+56
| New | +$8K | ﹤0.01% | 2666 |
|