Stratos Wealth Partners’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 |
-1,793
| Closed | -$11K | – | 1427 |
|
|
2023
Q4 | $11K | Hold |
1,793
| – | – | ﹤0.01% | 1368 |
|
|
2023
Q3 | $8.37K | Buy |
1,793
+543
| +43% | +$2.54K | ﹤0.01% | 1277 |
|
|
2023
Q2 | $6.7K | Sell |
1,250
-35
| -3% | -$188 | ﹤0.01% | 1191 |
|
|
2023
Q1 | $12.6K | Sell |
1,285
-5
| -0.4% | -$49 | ﹤0.01% | 1123 |
|
|
2022
Q4 | $24.2K | Buy |
1,290
+5
| +0.4% | +$94 | ﹤0.01% | 1129 |
|
|
2022
Q3 | $27K | Sell |
1,285
-4
| -0.3% | -$84 | ﹤0.01% | 1108 |
|
|
2022
Q2 | $27K | Sell |
1,289
-15
| -1% | -$314 | ﹤0.01% | 1176 |
|
|
2022
Q1 | $56K | Buy |
1,304
+2
| +0.2% | +$86 | ﹤0.01% | 1242 |
|
|
2021
Q4 | $78K | Sell |
1,302
-467
| -26% | -$28K | ﹤0.01% | 1225 |
|
|
2021
Q3 | $152K | Hold |
1,769
| – | – | ﹤0.01% | 1126 |
|
|
2021
Q2 | $197K | Buy |
1,769
+79
| +5% | +$8.8K | ﹤0.01% | 1129 |
|
|
2021
Q1 | $188K | Buy |
1,690
+457
| +37% | +$50.8K | 0.01% | 1053 |
|
|
2020
Q4 | $131K | Buy |
+1,233
| New | +$131K | ﹤0.01% | 1032 |
|
|
2020
Q3 | – | Sell |
-618
| Closed | -$200K | – | 1033 |
|
|
2020
Q2 | $200K | Buy |
+618
| New | +$200K | 0.01% | 903 |
|
|
2018
Q1 | – | Sell |
-17
| Closed | -$1K | – | 3164 |
|
|
2017
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 2718 |
|