HighTower Advisors’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-29,918
| Closed | -$413K | – | 3433 |
|
|
2024
Q1 | $413K | Buy |
+29,918
| New | +$413K | ﹤0.01% | 2409 |
|
|
2023
Q4 | – | Sell |
-2,869
| Closed | -$13K | – | 3429 |
|
|
2023
Q3 | $13K | Sell |
2,869
-740
| -21% | -$3.35K | ﹤0.01% | 3274 |
|
|
2023
Q2 | $17K | Buy |
3,609
+18
| +0.5% | +$85 | ﹤0.01% | 3195 |
|
|
2023
Q1 | $35K | Buy |
3,591
+765
| +27% | +$7.46K | ﹤0.01% | 3025 |
|
|
2022
Q4 | $51K | Sell |
2,826
-114
| -4% | -$2.06K | ﹤0.01% | 2980 |
|
|
2022
Q3 | $60K | Buy |
2,940
+1
| +0% | +$20 | ﹤0.01% | 2809 |
|
|
2022
Q2 | $60K | Sell |
2,939
-50
| -2% | -$1.02K | ﹤0.01% | 2842 |
|
|
2022
Q1 | $127K | Sell |
2,989
-82
| -3% | -$3.48K | ﹤0.01% | 2908 |
|
|
2021
Q4 | $180K | Sell |
3,071
-2
| -0.1% | -$117 | ﹤0.01% | 2785 |
|
|
2021
Q3 | $265K | Buy |
3,073
+69
| +2% | +$5.95K | ﹤0.01% | 2492 |
|
|
2021
Q2 | $335K | Buy |
3,004
+32
| +1% | +$3.57K | ﹤0.01% | 2292 |
|
|
2021
Q1 | $331K | Buy |
2,972
+43
| +1% | +$4.79K | ﹤0.01% | 2223 |
|
|
2020
Q4 | $310K | Buy |
2,929
+54
| +2% | +$5.72K | ﹤0.01% | 1882 |
|
|
2020
Q3 | $401K | Sell |
2,875
-1,084
| -27% | -$151K | ﹤0.01% | 1662 |
|
|
2020
Q2 | $1.28M | Buy |
3,959
+425
| +12% | +$137K | 0.01% | 1004 |
|
|
2020
Q1 | $315K | Sell |
3,534
-779
| -18% | -$69.4K | ﹤0.01% | 1517 |
|
|
2019
Q4 | $169K | Sell |
4,313
-3,413
| -44% | -$134K | ﹤0.01% | 1996 |
|
|
2019
Q3 | $185K | Sell |
7,726
-51
| -0.7% | -$1.22K | ﹤0.01% | 2066 |
|
|
2019
Q2 | $279K | Buy |
7,777
+14
| +0.2% | +$502 | ﹤0.01% | 1834 |
|
|
2019
Q1 | $349K | Buy |
7,763
+54
| +0.7% | +$2.43K | ﹤0.01% | 1649 |
|
|
2018
Q4 | $371K | Sell |
7,709
-1,083
| -12% | -$52.1K | ﹤0.01% | 1502 |
|
|
2018
Q3 | $588K | Buy |
8,792
+769
| +10% | +$51.4K | ﹤0.01% | 1384 |
|
|
2018
Q2 | $383K | Buy |
8,023
+6
| +0.1% | +$286 | ﹤0.01% | 1570 |
|
|
2018
Q1 | $456K | Sell |
8,017
-144
| -2% | -$8.19K | ﹤0.01% | 1463 |
|
|
2017
Q4 | $406K | Buy |
8,161
+1,015
| +14% | +$50.5K | ﹤0.01% | 1543 |
|
|
2017
Q3 | $538K | Buy |
7,146
+3,926
| +122% | +$296K | ﹤0.01% | 1396 |
|
|
2017
Q2 | $307K | Buy |
3,220
+1,917
| +147% | +$183K | ﹤0.01% | 1606 |
|
|
2017
Q1 | $101K | Hold |
1,303
| – | – | ﹤0.01% | 1862 |
|
|
2016
Q4 | $103K | Buy |
+1,303
| New | +$103K | ﹤0.01% | 1768 |
|
|
2014
Q3 | – | Sell |
-909
| Closed | -$118K | – | 1577 |
|
|
2014
Q2 | $118K | Buy |
909
+8
| +0.9% | +$1.04K | ﹤0.01% | 1448 |
|
|
2014
Q1 | $144K | Buy |
+901
| New | +$144K | ﹤0.01% | 1345 |
|