TWA
TCI Wealth Advisors’s Ionis Pharmaceuticals IONS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-35
| Closed | -$1.25K | – | 1174 |
|
2023
Q1 | $1.25K | Hold |
35
| – | – | ﹤0.01% | 2072 |
|
2022
Q4 | $1.32K | Hold |
35
| – | – | ﹤0.01% | 2063 |
|
2022
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1944 |
|
2022
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 2149 |
|
2022
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 2109 |
|
2021
Q4 | $1K | Sell |
35
-139
| -80% | -$3.97K | ﹤0.01% | 2206 |
|
2021
Q3 | $6K | Buy |
174
+30
| +21% | +$1.03K | ﹤0.01% | 1452 |
|
2021
Q2 | $6K | Buy |
144
+109
| +311% | +$4.54K | ﹤0.01% | 1304 |
|
2021
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 1759 |
|
2020
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1197 |
|
2020
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1106 |
|
2020
Q2 | $2K | Sell |
35
-18
| -34% | -$1.03K | ﹤0.01% | 1058 |
|
2020
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 867 |
|
2019
Q4 | $3K | Sell |
53
-7
| -12% | -$396 | ﹤0.01% | 1021 |
|
2019
Q3 | $4K | Sell |
60
-6
| -9% | -$400 | ﹤0.01% | 862 |
|
2019
Q2 | $4K | Hold |
66
| – | – | ﹤0.01% | 817 |
|
2019
Q1 | $5K | Hold |
66
| – | – | ﹤0.01% | 784 |
|
2018
Q4 | $4K | Sell |
66
-9
| -12% | -$545 | ﹤0.01% | 818 |
|
2018
Q3 | $4K | Sell |
75
-18
| -19% | -$960 | ﹤0.01% | 837 |
|
2018
Q2 | $4K | Buy |
93
+27
| +41% | +$1.16K | ﹤0.01% | 849 |
|
2018
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 852 |
|
2017
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 908 |
|
2017
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 850 |
|
2017
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 882 |
|
2017
Q1 | $3K | Buy |
66
+13
| +25% | +$591 | ﹤0.01% | 843 |
|
2016
Q4 | $3K | Sell |
53
-111
| -68% | -$6.28K | ﹤0.01% | 912 |
|
2016
Q3 | $6K | Buy |
164
+129
| +369% | +$4.72K | ﹤0.01% | 685 |
|
2016
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 1081 |
|
2016
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 1091 |
|
2015
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 868 |
|
2015
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 891 |
|
2015
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 800 |
|
2015
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 732 |
|
2014
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 731 |
|
2014
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 806 |
|
2014
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 824 |
|
2014
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 715 |
|
2013
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 779 |
|
2013
Q3 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 700 |
|