Plante Moran Financial Advisors’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40
| Closed | -$1.64K | – | 823 |
|
|
2023
Q2 | $1.64K | Buy |
+40
| New | +$1.64K | ﹤0.01% | 698 |
|
|
2020
Q3 | – | Sell |
-11
| Closed | -$1K | – | 890 |
|
|
2020
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 708 |
|
|
2016
Q3 | – | Sell |
-47
| Closed | -$1K | – | 957 |
|
|
2016
Q2 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 859 |
|
|
2016
Q1 | – | Sell |
-269
| Closed | -$17K | – | 947 |
|
|
2015
Q4 | $17K | Buy |
+269
| New | +$17K | 0.01% | 480 |
|