Summit Wealth & Retirement Planning’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,455
| Closed | -$162K | – | 92 |
|
|
2021
Q1 | $162K | Sell |
1,455
-21
| -1% | -$2.34K | 0.06% | 99 |
|
|
2020
Q4 | $157K | Sell |
1,476
-17
| -1% | -$1.81K | 0.06% | 111 |
|
|
2020
Q3 | $208K | Sell |
1,493
-114
| -7% | -$15.9K | 0.09% | 102 |
|
|
2020
Q2 | $520K | Sell |
1,607
-2,151
| -57% | -$696K | 0.24% | 72 |
|
|
2020
Q1 | $336K | Buy |
+3,758
| New | +$336K | 0.18% | 89 |
|