Gideon Capital Advisors’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,111
| Closed | -$246K | – | 328 |
|
|
2019
Q3 | $246K | Buy |
+4,111
| New | +$246K | 0.08% | 257 |
|
|
2018
Q2 | – | Sell |
-13,408
| Closed | -$591K | – | 428 |
|
|
2018
Q1 | $591K | Buy |
13,408
+5,270
| +65% | +$232K | 0.37% | 86 |
|
|
2017
Q4 | $409K | Buy |
8,138
+3,354
| +70% | +$169K | 0.36% | 80 |
|
|
2017
Q3 | $243K | Sell |
4,784
-2,902
| -38% | -$147K | 0.24% | 202 |
|
|
2017
Q2 | $391K | Buy |
+7,686
| New | +$391K | 0.43% | 84 |
|
|
2017
Q1 | – | Sell |
-5,988
| Closed | -$287K | – | 452 |
|
|
2016
Q4 | $287K | Buy |
+5,988
| New | +$287K | 0.18% | 271 |
|