Mayflower Financial Advisors’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,579
| Closed | -$15.8K | – | 360 |
|
2023
Q4 | $15.8K | Hold |
2,579
| – | – | ﹤0.01% | 340 |
|
2023
Q3 | $12K | Hold |
2,579
| – | – | ﹤0.01% | 339 |
|
2023
Q2 | $13.8K | Hold |
2,579
| – | – | ﹤0.01% | 354 |
|
2023
Q1 | $25.4K | Hold |
2,579
| – | – | ﹤0.01% | 343 |
|
2022
Q4 | $48.3K | Hold |
2,579
| – | – | 0.01% | 335 |
|
2022
Q3 | $53K | Hold |
2,579
| – | – | 0.01% | 317 |
|
2022
Q2 | $54K | Hold |
2,579
| – | – | 0.01% | 315 |
|
2022
Q1 | $111K | Buy |
2,579
+33
| +1% | +$1.42K | 0.01% | 341 |
|
2021
Q4 | $152K | Sell |
2,546
-24
| -0.9% | -$1.43K | 0.02% | 329 |
|
2021
Q3 | $220K | Hold |
2,570
| – | – | 0.03% | 304 |
|
2021
Q2 | $286K | Buy |
2,570
+36
| +1% | +$4.01K | 0.04% | 251 |
|
2021
Q1 | $282K | Buy |
2,534
+111
| +5% | +$12.4K | 0.04% | 235 |
|
2020
Q4 | $257K | Buy |
+2,423
| New | +$257K | 0.04% | 224 |
|