Summit Trail Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-20,574
Closed -$523K 559
2018
Q1
$523K Buy
20,574
+3,481
+20% +$88.5K 0.09% 201
2017
Q4
$898K Buy
+17,093
New +$898K 0.11% 163