IFP Advisors’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28 | Buy |
+14
| New | +$28 | ﹤0.01% | 4834 |
|
|
2025
Q1 | – | Hold |
0
| – | -$134 | – | 3809 |
|
|
2024
Q4 | – | Sell |
-14
| Closed | -$81 | – | 3922 |
|
|
2024
Q3 | $81 | Hold |
14
| – | – | ﹤0.01% | 3243 |
|
|
2024
Q2 | $113 | Sell |
14
-175
| -93% | -$1.41K | ﹤0.01% | 3165 |
|
|
2024
Q1 | $2.62K | Buy |
189
+126
| +200% | +$1.75K | ﹤0.01% | 2625 |
|
|
2023
Q4 | $383 | Hold |
63
| – | – | ﹤0.01% | 2897 |
|
|
2023
Q3 | $292 | Hold |
63
| – | – | ﹤0.01% | 3160 |
|
|
2023
Q2 | $336 | Buy |
63
+29
| +85% | +$155 | ﹤0.01% | 3256 |
|
|
2023
Q1 | $1.91K | Sell |
34
-488
| -93% | -$27.4K | ﹤0.01% | 2909 |
|
|
2022
Q4 | $29K | Buy |
522
+83
| +19% | +$4.61K | ﹤0.01% | 2622 |
|
|
2022
Q3 | $25K | Buy |
439
+247
| +129% | +$14.1K | ﹤0.01% | 2893 |
|
|
2022
Q2 | $11K | Hold |
192
| – | – | ﹤0.01% | 3329 |
|
|
2022
Q1 | $11K | Buy |
192
+149
| +347% | +$8.54K | ﹤0.01% | 3329 |
|
|
2021
Q4 | $3K | Sell |
43
-37
| -46% | -$2.58K | ﹤0.01% | 2616 |
|
|
2021
Q3 | $7K | Sell |
80
-1,013
| -93% | -$88.6K | ﹤0.01% | 2366 |
|
|
2021
Q2 | $122K | Buy |
1,093
+932
| +579% | +$104K | ﹤0.01% | 1148 |
|
|
2021
Q1 | $18K | Sell |
161
-9
| -5% | -$1.01K | ﹤0.01% | 1880 |
|
|
2020
Q4 | $18K | Sell |
170
-286
| -63% | -$30.3K | ﹤0.01% | 1836 |
|
|
2020
Q3 | $64K | Buy |
456
+327
| +253% | +$45.9K | ﹤0.01% | 1193 |
|
|
2020
Q2 | $49K | Buy |
129
+83
| +180% | +$31.5K | ﹤0.01% | 1225 |
|
|
2020
Q1 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 2126 |
|
|
2019
Q4 | – | Sell |
-115
| Closed | -$2K | – | 3214 |
|
|
2019
Q3 | $2K | Buy |
+115
| New | +$2K | ﹤0.01% | 2687 |
|
|
2019
Q1 | $3K | Sell |
65
-120
| -65% | -$5.54K | ﹤0.01% | 2009 |
|
|
2018
Q4 | $9K | Sell |
185
-63
| -25% | -$3.07K | ﹤0.01% | 2516 |
|
|
2018
Q3 | $17K | Buy |
248
+19
| +8% | +$1.3K | ﹤0.01% | 2514 |
|
|
2018
Q2 | $11K | Hold |
229
| – | – | ﹤0.01% | 2791 |
|
|
2018
Q1 | $11K | Hold |
229
| – | – | ﹤0.01% | 2728 |
|
|
2017
Q4 | $11K | Buy |
229
+4
| +2% | +$192 | ﹤0.01% | 2724 |
|
|
2017
Q3 | $17K | Buy |
225
+129
| +134% | +$9.75K | ﹤0.01% | 2674 |
|
|
2017
Q2 | $9K | Sell |
96
-33
| -26% | -$3.09K | ﹤0.01% | 3055 |
|
|
2017
Q1 | $10K | Buy |
129
+21
| +19% | +$1.63K | ﹤0.01% | 2881 |
|
|
2016
Q4 | $9K | Buy |
108
+33
| +44% | +$2.75K | ﹤0.01% | 2943 |
|
|
2016
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 2959 |
|
|
2016
Q2 | $8K | Buy |
75
+10
| +15% | +$1.07K | ﹤0.01% | 2862 |
|
|
2016
Q1 | $3K | Buy |
65
+37
| +132% | +$1.71K | ﹤0.01% | 2009 |
|
|
2015
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 3315 |
|