Global Wealth Management Investment Advisory’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-21
| Closed | -$128 | – | 284 |
|
2023
Q4 | $128 | Hold |
21
| – | – | ﹤0.01% | 464 |
|
2023
Q3 | $97 | Hold |
21
| – | – | ﹤0.01% | 468 |
|
2023
Q2 | $112 | Buy |
+21
| New | +$112 | ﹤0.01% | 470 |
|
2022
Q3 | – | Sell |
-21
| Closed | – | – | 294 |
|
2022
Q2 | $0 | Hold |
21
| – | – | ﹤0.01% | 517 |
|
2022
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 456 |
|
2021
Q4 | $1K | Sell |
21
-25
| -54% | -$1.19K | ﹤0.01% | 422 |
|
2021
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 373 |
|
2021
Q2 | $5K | Hold |
46
| – | – | ﹤0.01% | 344 |
|
2021
Q1 | $5K | Hold |
46
| – | – | ﹤0.01% | 357 |
|
2020
Q4 | $5K | Sell |
46
-80
| -63% | -$8.7K | ﹤0.01% | 331 |
|
2020
Q3 | $18K | Sell |
126
-21
| -14% | -$3K | 0.01% | 236 |
|
2020
Q2 | $48K | Buy |
147
+114
| +345% | +$37.2K | 0.02% | 194 |
|
2020
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 472 |
|