EWM
Edge Wealth Management’s Iovance Biotherapeutics IOVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,144
| Closed | -$251K | – | 528 |
|
|
2020
Q2 | $251K | Sell |
9,144
-20
| -0.2% | -$549 | 0.05% | 125 |
|
|
2020
Q1 | $271K | Buy |
9,164
+50
| +0.5% | +$1.48K | 0.06% | 122 |
|
|
2019
Q4 | $252K | Buy |
9,114
+700
| +8% | +$19.4K | 0.05% | 134 |
|
|
2019
Q3 | $153K | Hold |
8,414
| – | – | 0.04% | 154 |
|
|
2019
Q2 | $207K | Buy |
8,414
+1,414
| +20% | +$34.8K | 0.05% | 139 |
|
|
2019
Q1 | $67K | Buy |
7,000
+500
| +8% | +$4.79K | 0.02% | 215 |
|
|
2018
Q4 | $58K | Sell |
6,500
-200
| -3% | -$1.79K | 0.02% | 234 |
|
|
2018
Q3 | $75K | Sell |
6,700
-1,750
| -21% | -$19.6K | 0.02% | 221 |
|
|
2018
Q2 | $108K | Sell |
8,450
-1,375
| -14% | -$17.6K | 0.03% | 185 |
|
|
2018
Q1 | $166K | Sell |
9,825
-8,488
| -46% | -$143K | 0.04% | 134 |
|
|
2017
Q4 | $145K | Sell |
18,313
-1,000
| -5% | -$7.92K | 0.04% | 146 |
|
|
2017
Q3 | $150K | Buy |
+19,313
| New | +$150K | 0.05% | 141 |
|
|
2017
Q2 | – | Sell |
-1,500
| Closed | -$11K | – | 536 |
|
|
2017
Q1 | $11K | Buy |
1,500
+500
| +50% | +$3.67K | ﹤0.01% | 333 |
|
|
2016
Q4 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 370 |
|
|
2016
Q1 | – | Sell |
-3,800
| Closed | -$29K | – | 479 |
|
|
2015
Q4 | $29K | Sell |
3,800
-8,500
| -69% | -$64.9K | 0.01% | 220 |
|
|
2015
Q3 | $71K | Sell |
12,300
-1,200
| -9% | -$6.93K | 0.03% | 159 |
|
|
2015
Q2 | $123K | Buy |
13,500
+4,500
| +50% | +$41K | 0.04% | 129 |
|
|
2015
Q1 | $108K | Buy |
9,000
+8,000
| +800% | +$96K | 0.04% | 130 |
|
|
2014
Q4 | $8K | Sell |
1,000
-500
| -33% | -$4K | ﹤0.01% | 315 |
|
|
2014
Q3 | $11K | Buy |
+1,500
| New | +$11K | ﹤0.01% | 301 |
|