Mosaic Family Wealth’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-208
| Closed | -$9K | – | 380 |
|
|
2019
Q1 | $9K | Hold |
208
| – | – | ﹤0.01% | 505 |
|
|
2018
Q4 | $10K | Hold |
208
| – | – | ﹤0.01% | 485 |
|
|
2018
Q3 | $12K | Hold |
208
| – | – | ﹤0.01% | 483 |
|
|
2018
Q2 | $10K | Hold |
208
| – | – | ﹤0.01% | 532 |
|
|
2018
Q1 | $12K | Hold |
208
| – | – | ﹤0.01% | 505 |
|
|
2017
Q4 | $10K | Hold |
208
| – | – | ﹤0.01% | 528 |
|
|
2017
Q3 | $16K | Hold |
208
| – | – | 0.01% | 495 |
|
|
2017
Q2 | $20K | Hold |
208
| – | – | 0.01% | 421 |
|
|
2017
Q1 | $17K | Sell |
208
-32
| -13% | -$2.62K | 0.01% | 447 |
|
|
2016
Q4 | $20K | Hold |
240
| – | – | 0.01% | 431 |
|
|
2016
Q3 | $27K | Hold |
240
| – | – | 0.01% | 405 |
|
|
2016
Q2 | $27K | Hold |
240
| – | – | 0.01% | 408 |
|
|
2016
Q1 | $25K | Hold |
240
| – | – | 0.01% | 409 |
|
|
2015
Q4 | $19K | Buy |
+240
| New | +$19K | 0.01% | 450 |
|