Heritage Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-334
| Closed | -$10K | – | 547 |
|
|
2021
Q4 | $10K | Hold |
334
| – | – | ﹤0.01% | 450 |
|
|
2021
Q3 | $11.2K | Hold |
334
| – | – | ﹤0.01% | 434 |
|
|
2021
Q2 | $13.3K | Hold |
334
| – | – | ﹤0.01% | 437 |
|
|
2021
Q1 | $15K | Sell |
334
-333
| -50% | -$15K | ﹤0.01% | 447 |
|
|
2020
Q4 | $38K | Buy |
667
+333
| +100% | +$19K | ﹤0.01% | 353 |
|
|
2020
Q3 | $15.8K | Buy |
+334
| New | +$15.8K | ﹤0.01% | 373 |
|