Geneos Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-63
| Closed | -$5K | – | 2820 |
|
|
2021
Q3 | $5K | Sell |
63
-41
| -39% | -$3.25K | ﹤0.01% | 2449 |
|
|
2021
Q2 | $11K | Sell |
104
-109
| -51% | -$11.5K | ﹤0.01% | 2164 |
|
|
2021
Q1 | $17K | Hold |
213
| – | – | ﹤0.01% | 2153 |
|
|
2020
Q4 | $11K | Buy |
213
+150
| +238% | +$7.75K | ﹤0.01% | 2181 |
|
|
2020
Q3 | $12K | Sell |
63
-16
| -20% | -$3.05K | ﹤0.01% | 1877 |
|
|
2020
Q2 | $28K | Buy |
79
+62
| +365% | +$22K | ﹤0.01% | 1469 |
|
|
2020
Q1 | $1K | Sell |
17
-8
| -32% | -$471 | ﹤0.01% | 2379 |
|
|
2019
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2474 |
|
|
2019
Q2 | – | Sell |
-25
| Closed | -$1K | – | 2510 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2327 |
|
|
2018
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2308 |
|
|
2018
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2348 |
|
|
2018
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2194 |
|
|
2018
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2103 |
|
|
2017
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2106 |
|
|
2017
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2052 |
|
|
2017
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1932 |
|
|
2017
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1991 |
|
|
2016
Q4 | $2K | Sell |
25
-2
| -7% | -$160 | ﹤0.01% | 1867 |
|
|
2016
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 1699 |
|
|
2016
Q2 | $3K | Sell |
27
-42
| -61% | -$4.67K | ﹤0.01% | 1618 |
|
|
2016
Q1 | $7K | Buy |
+69
| New | +$7K | ﹤0.01% | 1414 |
|