LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Inovio Pharmaceuticals INO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-150
| Closed | – | – | 653 |
|
|
2022
Q1 | $0 | Hold |
150
| – | – | ﹤0.01% | 677 |
|
|
2021
Q4 | $0 | Hold |
150
| – | – | ﹤0.01% | 747 |
|
|
2021
Q3 | $1K | Hold |
150
| – | – | ﹤0.01% | 733 |
|
|
2021
Q2 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 929 |
|
|
2021
Q1 | – | Sell |
-150
| Closed | -$1K | – | 498 |
|
|
2020
Q4 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 759 |
|