IWA
Inspirion Wealth Advisors’s PDS Biotechnology PDSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
78,532
+3,150
| +4% | +$4.19K | 0.01% | 156 |
|
|
2025
Q1 | $89.7K | Buy |
75,382
+1,850
| +3% | +$2.2K | 0.01% | 155 |
|
|
2024
Q4 | $124K | Sell |
73,532
-270,862
| -79% | -$455K | 0.02% | 147 |
|
|
2024
Q3 | $1.32M | Sell |
344,394
-15,500
| -4% | -$59.2K | 0.18% | 53 |
|
|
2024
Q2 | $1.05M | Buy |
359,894
+4,917
| +1% | +$14.4K | 0.16% | 56 |
|
|
2024
Q1 | $1.41M | Buy |
354,977
+18,383
| +5% | +$72.8K | 0.23% | 47 |
|
|
2023
Q4 | $1.73M | Buy |
336,594
+5,720
| +2% | +$29.5K | 0.31% | 40 |
|
|
2023
Q3 | $1.67M | Buy |
330,874
+280
| +0.1% | +$1.41K | 0.33% | 39 |
|
|
2023
Q2 | $1.66M | Buy |
330,594
+15,910
| +5% | +$80K | 0.32% | 38 |
|
|
2023
Q1 | $1.94M | Buy |
314,684
+565
| +0.2% | +$3.48K | 0.39% | 34 |
|
|
2022
Q4 | $4.15M | Hold |
314,119
| – | – | 0.88% | 27 |
|
|
2022
Q3 | $933K | Buy |
314,119
+450
| +0.1% | +$1.34K | 0.21% | 47 |
|
|
2022
Q2 | $1.15M | Buy |
313,669
+37,049
| +13% | +$135K | 0.25% | 41 |
|
|
2022
Q1 | $1.71M | Buy |
276,620
+30,180
| +12% | +$187K | 0.35% | 30 |
|
|
2021
Q4 | $2M | Sell |
246,440
-7,437
| -3% | -$60.2K | 0.42% | 30 |
|
|
2021
Q3 | $3.78M | Buy |
253,877
+615
| +0.2% | +$9.16K | 0.87% | 22 |
|
|
2021
Q2 | $3.18M | Buy |
253,262
+4,350
| +2% | +$54.6K | 0.78% | 21 |
|
|
2021
Q1 | $1.13M | Buy |
248,912
+9,885
| +4% | +$45K | 0.3% | 31 |
|
|
2020
Q4 | $512K | Buy |
239,027
+250
| +0.1% | +$536 | 0.14% | 48 |
|
|
2020
Q3 | $556K | Buy |
238,777
+206,237
| +634% | +$480K | 0.19% | 44 |
|
|
2020
Q2 | $65K | Buy |
32,540
+9,165
| +39% | +$18.3K | 0.03% | 75 |
|
|
2020
Q1 | $17K | Buy |
23,375
+500
| +2% | +$364 | 0.01% | 72 |
|
|
2019
Q4 | $61K | Buy |
22,875
+800
| +4% | +$2.13K | 0.02% | 78 |
|
|
2019
Q3 | $75K | Buy |
22,075
+725
| +3% | +$2.46K | 0.03% | 75 |
|
|
2019
Q2 | $128K | Buy |
+21,350
| New | +$128K | 0.06% | 72 |
|