JNBA Financial Advisors’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7
| Closed | -$355 | – | 700 |
|
|
2023
Q4 | $355 | Hold |
7
| – | – | ﹤0.01% | 686 |
|
|
2023
Q3 | $318 | Buy |
+7
| New | +$318 | ﹤0.01% | 714 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 660 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 623 |
|
|
2019
Q3 | – | Sell |
-131
| Closed | -$8K | – | 642 |
|
|
2019
Q2 | $8K | Buy |
131
+100
| +323% | +$6.11K | ﹤0.01% | 458 |
|
|
2019
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 488 |
|
|
2018
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 483 |
|
|
2018
Q3 | – | Sell |
-31
| Closed | -$1K | – | 594 |
|
|
2018
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 515 |
|
|
2018
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 485 |
|
|
2017
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 450 |
|
|
2017
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 442 |
|
|
2017
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 423 |
|
|
2017
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 451 |
|
|
2016
Q4 | – | Sell |
-191
| Closed | -$7K | – | 889 |
|
|
2016
Q3 | $7K | Buy |
191
+95
| +99% | +$3.48K | ﹤0.01% | 1126 |
|
|
2016
Q2 | $2K | Hold |
96
| – | – | ﹤0.01% | 468 |
|
|
2016
Q1 | $4K | Hold |
96
| – | – | ﹤0.01% | 438 |
|
|
2015
Q4 | $6K | Hold |
96
| – | – | ﹤0.01% | 390 |
|
|
2015
Q3 | $4K | Hold |
96
| – | – | ﹤0.01% | 429 |
|
|
2015
Q2 | $6K | Hold |
96
| – | – | ﹤0.01% | 392 |
|
|
2015
Q1 | $6K | Hold |
96
| – | – | ﹤0.01% | 403 |
|
|
2014
Q4 | $6K | Hold |
96
| – | – | ﹤0.01% | 399 |
|
|
2014
Q3 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 463 |
|