Creative Planning’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 | $131K | Buy |
75,994
+10,806
| +17% | +$18.6K | ﹤0.01% | 3356 |
|
|
2025
Q1 | $217K | Buy |
65,188
+1,808
| +3% | +$6.02K | ﹤0.01% | 2988 |
|
|
2024
Q4 | $469K | Sell |
63,380
-10,109
| -14% | -$74.8K | ﹤0.01% | 2279 |
|
|
2024
Q3 | $690K | Buy |
73,489
+1,896
| +3% | +$17.8K | ﹤0.01% | 1828 |
|
|
2024
Q2 | $574K | Sell |
71,593
-5,470
| -7% | -$43.9K | ﹤0.01% | 1829 |
|
|
2024
Q1 | $1.14M | Buy |
77,063
+40,365
| +110% | +$598K | ﹤0.01% | 1249 |
|
|
2023
Q4 | $298K | Buy |
36,698
+21,433
| +140% | +$174K | ﹤0.01% | 2089 |
|
|
2023
Q3 | $69.5K | Buy |
+15,265
| New | +$69.5K | ﹤0.01% | 2432 |
|
|
2021
Q2 | – | Sell |
-6,554
| Closed | -$207K | – | 2161 |
|
|
2021
Q1 | $207K | Buy |
6,554
+2,125
| +48% | +$67.1K | ﹤0.01% | 2030 |
|
|
2020
Q4 | $206K | Buy |
+4,429
| New | +$206K | ﹤0.01% | 1857 |
|
|
2019
Q2 | – | Sell |
-20,000
| Closed | -$190K | – | 1916 |
|
|
2019
Q1 | $190K | Hold |
20,000
| – | – | ﹤0.01% | 1591 |
|
|
2018
Q4 | $177K | Hold |
20,000
| – | – | ﹤0.01% | 1521 |
|
|
2018
Q3 | $225K | Buy |
20,000
+350
| +2% | +$3.94K | ﹤0.01% | 1584 |
|
|
2018
Q2 | $252K | Buy |
19,650
+8,145
| +71% | +$104K | ﹤0.01% | 1462 |
|
|
2018
Q1 | $194K | Buy |
+11,505
| New | +$194K | ﹤0.01% | 1609 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$7K | – | 2710 |
|
|
2017
Q2 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 3773 |
|
|
2017
Q1 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 3745 |
|
|
2016
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 3698 |
|
|
2016
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 3576 |
|
|
2016
Q2 | $8K | Buy |
1,000
+350
| +54% | +$2.8K | ﹤0.01% | 3330 |
|
|
2016
Q1 | $3K | Hold |
650
| – | – | ﹤0.01% | 3742 |
|
|
2015
Q4 | $5K | Buy |
+650
| New | +$5K | ﹤0.01% | 3610 |
|
|
2015
Q3 | – | Sell |
-15,000
| Closed | -$138K | – | 4207 |
|
|
2015
Q2 | $138K | Buy |
+15,000
| New | +$138K | ﹤0.01% | 927 |
|