Genovese Burford & Brothers Wealth & Retirement Plan Management’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-293
| Closed | -$12K | – | 214 |
|
2018
Q2 | $12K | Hold |
293
| – | – | ﹤0.01% | 305 |
|
2018
Q1 | $13K | Buy |
+293
| New | +$13K | ﹤0.01% | 295 |
|
2017
Q4 | – | Sell |
-293
| Closed | -$14K | – | 340 |
|
2017
Q3 | $14K | Hold |
293
| – | – | 0.01% | 261 |
|
2017
Q2 | $14K | Hold |
293
| – | – | 0.01% | 252 |
|
2017
Q1 | $12K | Hold |
293
| – | – | ﹤0.01% | 278 |
|
2016
Q4 | $15K | Buy |
293
+126
| +75% | +$6.45K | ﹤0.01% | 281 |
|
2016
Q3 | $6K | Hold |
167
| – | – | ﹤0.01% | 333 |
|
2016
Q2 | $3K | Hold |
167
| – | – | ﹤0.01% | 348 |
|
2016
Q1 | $6K | Buy |
+167
| New | +$6K | ﹤0.01% | 299 |
|