Heritage Wealth Management (Arizona)’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $34K | Buy |
900
+224
| +33% | +$8.46K | ﹤0.01% | 563 |
|
|
2022
Q3 | $30K | Hold |
676
| – | – | 0.01% | 469 |
|
|
2022
Q2 | $25K | Hold |
676
| – | – | 0.01% | 507 |
|
|
2022
Q1 | $25K | Buy |
+676
| New | +$25K | 0.01% | 562 |
|
|
2021
Q3 | $15K | Hold |
450
| – | – | 0.01% | 598 |
|
|
2021
Q2 | $18K | Hold |
450
| – | – | 0.01% | 574 |
|
|
2021
Q1 | $20K | Buy |
+450
| New | +$20K | 0.01% | 490 |
|