Greenwich 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,548
| Closed | -$16K | – | 248 |
|
|
2023
Q4 | $16K | Sell |
2,548
-394
| -13% | -$2.47K | ﹤0.01% | 231 |
|
|
2023
Q3 | $14K | Buy |
2,942
+150
| +5% | +$714 | ﹤0.01% | 226 |
|
|
2023
Q2 | $15K | Buy |
2,792
+1,042
| +60% | +$5.6K | ﹤0.01% | 235 |
|
|
2023
Q1 | $17K | Buy |
1,750
+192
| +12% | +$1.87K | ﹤0.01% | 234 |
|
|
2022
Q4 | $29K | Sell |
1,558
-1,034
| -40% | -$19.2K | ﹤0.01% | 234 |
|
|
2022
Q3 | $54K | Buy |
2,592
+38
| +1% | +$792 | 0.01% | 229 |
|
|
2022
Q2 | $53K | Hold |
2,554
| – | – | 0.01% | 228 |
|
|
2022
Q1 | $110K | Buy |
2,554
+150
| +6% | +$6.46K | 0.01% | 231 |
|
|
2021
Q4 | $144K | Sell |
2,404
-509
| -17% | -$30.5K | 0.01% | 238 |
|
|
2021
Q3 | $250K | Buy |
2,913
+759
| +35% | +$65.1K | 0.02% | 207 |
|
|
2021
Q2 | $240K | Buy |
2,154
+208
| +11% | +$23.2K | 0.02% | 195 |
|
|
2021
Q1 | $217K | Buy |
1,946
+942
| +94% | +$105K | 0.02% | 185 |
|
|
2020
Q4 | $107K | Buy |
+1,004
| New | +$107K | 0.01% | 191 |
|
|
2019
Q4 | – | Sell |
-892
| Closed | -$22K | – | 192 |
|
|
2019
Q3 | $22K | Buy |
+892
| New | +$22K | ﹤0.01% | 179 |
|