HWAM
Hennion & Walsh Asset Management’s Inovio Pharmaceuticals INO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-163,562
| Closed | -$63.6K | – | 838 |
|
2023
Q3 | $63.6K | Sell |
163,562
-32,291
| -16% | -$12.6K | ﹤0.01% | 793 |
|
2023
Q2 | $87K | Sell |
195,853
-186,305
| -49% | -$82.8K | 0.01% | 789 |
|
2023
Q1 | $313K | Sell |
382,158
-11,006
| -3% | -$9.01K | 0.02% | 632 |
|
2022
Q4 | $613K | Buy |
393,164
+40,443
| +11% | +$63.1K | 0.04% | 453 |
|
2022
Q3 | $608K | Sell |
352,721
-8,475
| -2% | -$14.6K | 0.04% | 437 |
|
2022
Q2 | $625K | Buy |
361,196
+15,629
| +5% | +$27K | 0.04% | 441 |
|
2022
Q1 | $1.24M | Buy |
345,567
+70,864
| +26% | +$254K | 0.07% | 295 |
|
2021
Q4 | $1.37M | Buy |
274,703
+113,882
| +71% | +$568K | 0.07% | 293 |
|
2021
Q3 | $1.15M | Buy |
160,821
+55,042
| +52% | +$394K | 0.06% | 324 |
|
2021
Q2 | $981K | Buy |
+105,779
| New | +$981K | 0.05% | 364 |
|