TWA
TCI Wealth Advisors’s Inovio Pharmaceuticals INO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,682
| Closed | -$2.62K | – | 2576 |
|
|
2022
Q4 | $2.62K | Hold |
1,682
| – | – | ﹤0.01% | 1905 |
|
|
2022
Q3 | $3K | Hold |
1,682
| – | – | ﹤0.01% | 1780 |
|
|
2022
Q2 | $3K | Buy |
+1,682
| New | +$3K | ﹤0.01% | 1816 |
|
|
2021
Q4 | – | Sell |
-379
| Closed | -$3K | – | 2394 |
|
|
2021
Q3 | $3K | Sell |
379
-25
| -6% | -$198 | ﹤0.01% | 1930 |
|
|
2021
Q2 | $4K | Buy |
404
+214
| +113% | +$2.12K | ﹤0.01% | 1566 |
|
|
2021
Q1 | $2K | Buy |
+190
| New | +$2K | ﹤0.01% | 1756 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$17K | – | 1521 |
|
|
2018
Q3 | $17K | Hold |
3,000
| – | – | 0.01% | 523 |
|
|
2018
Q2 | $12K | Hold |
3,000
| – | – | 0.01% | 608 |
|
|
2018
Q1 | $14K | Buy |
3,000
+1,000
| +50% | +$4.67K | 0.01% | 556 |
|
|
2017
Q4 | $8K | Buy |
+2,000
| New | +$8K | ﹤0.01% | 677 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$1K | – | 1345 |
|
|
2017
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 1147 |
|
|
2017
Q1 | $1K | Sell |
100
-900
| -90% | -$9K | ﹤0.01% | 1109 |
|
|
2016
Q4 | $7K | Sell |
1,000
-200
| -17% | -$1.4K | ﹤0.01% | 703 |
|
|
2016
Q3 | $11K | Hold |
1,200
| – | – | 0.01% | 552 |
|
|
2016
Q2 | $11K | Sell |
1,200
-400
| -25% | -$3.67K | 0.01% | 544 |
|
|
2016
Q1 | $14K | Hold |
1,600
| – | – | 0.01% | 507 |
|
|
2015
Q4 | $11K | Hold |
1,600
| – | – | 0.01% | 557 |
|
|
2015
Q3 | $9K | Sell |
1,600
-100
| -6% | -$563 | 0.01% | 532 |
|
|
2015
Q2 | $14K | Buy |
1,700
+75
| +5% | +$618 | 0.01% | 465 |
|
|
2015
Q1 | $13K | Buy |
1,625
+1,475
| +983% | +$11.8K | 0.01% | 415 |
|
|
2014
Q4 | $1K | Hold |
150
| – | – | ﹤0.01% | 807 |
|
|
2014
Q3 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 805 |
|