Rockbridge Investment Management’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-58
| Closed | -$2.94K | – | 365 |
|
|
2023
Q4 | $2.94K | Buy |
+58
| New | +$2.94K | ﹤0.01% | 521 |
|
|
2022
Q3 | – | Sell |
-58
| Closed | -$2.15K | – | 338 |
|
|
2022
Q2 | $2.15K | Hold |
58
| – | – | ﹤0.01% | 533 |
|
|
2022
Q1 | $2.26K | Hold |
58
| – | – | ﹤0.01% | 688 |
|
|
2021
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 724 |
|
|
2021
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 672 |
|
|
2021
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 672 |
|
|
2021
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 623 |
|
|
2020
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 608 |
|
|
2020
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 562 |
|
|
2020
Q2 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 535 |
|