Kelly Financial Services’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-30
| Closed | -$1.43K | – | 417 |
|
2024
Q2 | $1.43K | Hold |
30
| – | – | ﹤0.01% | 624 |
|
2024
Q1 | $1.3K | Hold |
30
| – | – | ﹤0.01% | 641 |
|
2023
Q4 | $1.52K | Hold |
30
| – | – | ﹤0.01% | 613 |
|
2023
Q3 | $1.36K | Hold |
30
| – | – | ﹤0.01% | 588 |
|
2023
Q2 | $1.23K | Hold |
30
| – | – | ﹤0.01% | 589 |
|
2023
Q1 | $1.07K | Hold |
30
| – | – | ﹤0.01% | 586 |
|
2022
Q4 | $1.13K | Hold |
30
| – | – | ﹤0.01% | 559 |
|
2022
Q3 | $1.33K | Hold |
30
| – | – | ﹤0.01% | 548 |
|
2022
Q2 | $1.11K | Hold |
30
| – | – | ﹤0.01% | 546 |
|
2022
Q1 | $1.11K | Hold |
30
| – | – | ﹤0.01% | 567 |
|
2021
Q4 | $913 | Hold |
30
| – | – | ﹤0.01% | 594 |
|
2021
Q3 | $1.01K | Sell |
30
-1,167
| -97% | -$39.1K | ﹤0.01% | 571 |
|
2021
Q2 | $30K | Buy |
1,197
+567
| +90% | +$14.2K | ﹤0.01% | 514 |
|
2021
Q1 | $28.3K | Sell |
630
-338
| -35% | -$15.2K | 0.02% | 185 |
|
2020
Q4 | $54.7K | Hold |
968
| – | – | 0.04% | 106 |
|
2020
Q3 | $45.9K | Hold |
968
| – | – | 0.03% | 103 |
|
2020
Q2 | $57.1K | Hold |
968
| – | – | 0.04% | 79 |
|
2020
Q1 | $45.8K | Hold |
968
| – | – | 0.06% | 77 |
|
2019
Q4 | $58.5K | Hold |
968
| – | – | 0.04% | 72 |
|
2019
Q3 | $58K | Sell |
968
-32
| -3% | -$1.92K | 0.05% | 72 |
|
2019
Q2 | $64.3K | Hold |
1,000
| – | – | 0.06% | 64 |
|
2019
Q1 | $81.2K | Buy |
+1,000
| New | +$81.2K | 0.09% | 52 |
|