SWK
Stephen W. Kidder’s Ionis Pharmaceuticals IONS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-8,780
| Closed | -$421K | – | 92 |
|
|
2016
Q4 | $421K | Buy |
8,780
+1,325
| +18% | +$63.5K | 0.17% | 70 |
|
|
2016
Q3 | $273K | Buy |
+7,455
| New | +$273K | 0.11% | 88 |
|
|
2016
Q2 | – | Sell |
-6,995
| Closed | -$283K | – | 101 |
|
|
2016
Q1 | $283K | Buy |
6,995
+765
| +12% | +$31K | 0.11% | 86 |
|
|
2015
Q4 | $386K | Buy |
6,230
+350
| +6% | +$21.7K | 0.17% | 74 |
|
|
2015
Q3 | $239K | Buy |
5,880
+300
| +5% | +$12.2K | 0.12% | 84 |
|
|
2015
Q2 | $321K | Hold |
5,580
| – | – | 0.14% | 75 |
|
|
2015
Q1 | $356K | Buy |
5,580
+800
| +17% | +$51K | 0.15% | 78 |
|
|
2014
Q4 | $296K | Buy |
+4,780
| New | +$296K | 0.13% | 86 |
|