Glassman Wealth Services’s Iovance Biotherapeutics IOVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-117
| Closed | -$951 | – | 983 |
|
2023
Q4 | $951 | Buy |
+117
| New | +$951 | ﹤0.01% | 1563 |
|
2022
Q3 | – | Sell |
-560
| Closed | -$6K | – | 1821 |
|
2022
Q2 | $6K | Buy |
560
+294
| +111% | +$3.15K | ﹤0.01% | 951 |
|
2022
Q1 | $4K | Buy |
+266
| New | +$4K | ﹤0.01% | 1058 |
|
2021
Q4 | – | Sell |
-480
| Closed | -$12K | – | 1762 |
|
2021
Q3 | $12K | Buy |
+480
| New | +$12K | ﹤0.01% | 723 |
|
2021
Q2 | – | Sell |
-267
| Closed | -$8K | – | 1553 |
|
2021
Q1 | $8K | Buy |
267
+17
| +7% | +$509 | ﹤0.01% | 768 |
|
2020
Q4 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 672 |
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 1332 |
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1319 |
|
2019
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1204 |
|