JPLA
Joseph P. Lucia & Associates’s Inovio Pharmaceuticals INO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,284
| Closed | -$4K | – | 256 |
|
|
2022
Q2 | $4K | Sell |
2,284
-226
| -9% | -$396 | ﹤0.01% | 351 |
|
|
2022
Q1 | $9K | Buy |
+2,510
| New | +$9K | 0.01% | 328 |
|
|
2021
Q4 | – | Sell |
-3,085
| Closed | -$22K | – | 323 |
|
|
2021
Q3 | $22K | Sell |
3,085
-2
| -0.1% | -$14 | 0.01% | 297 |
|
|
2021
Q2 | $29K | Sell |
3,087
-177
| -5% | -$1.66K | 0.02% | 270 |
|
|
2021
Q1 | $30K | Buy |
3,264
+1
| +0% | +$9 | 0.01% | 250 |
|
|
2020
Q4 | $29K | Buy |
+3,263
| New | +$29K | 0.02% | 230 |
|
|
2020
Q3 | – | Sell |
-3,102
| Closed | -$84K | – | 256 |
|
|
2020
Q2 | $84K | Buy |
3,102
+957
| +45% | +$25.9K | 0.08% | 147 |
|
|
2020
Q1 | $16K | Buy |
2,145
+120
| +6% | +$895 | 0.02% | 242 |
|
|
2019
Q4 | $7K | Sell |
2,025
-23
| -1% | -$80 | 0.01% | 339 |
|
|
2019
Q3 | $4K | Hold |
2,048
| – | – | ﹤0.01% | 375 |
|
|
2019
Q2 | $6K | Buy |
+2,048
| New | +$6K | 0.01% | 354 |
|