Tradewinds Capital Management’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$4 | – | 565 |
|
|
2023
Q4 | $4 | Hold |
1
| – | – | ﹤0.01% | 478 |
|
|
2023
Q3 | $3 | Hold |
1
| – | – | ﹤0.01% | 503 |
|
|
2023
Q2 | $3 | Hold |
1
| – | – | ﹤0.01% | 478 |
|
|
2023
Q1 | $5 | Hold |
1
| – | – | ﹤0.01% | 486 |
|
|
2022
Q4 | $9 | Hold |
1
| – | – | ﹤0.01% | 517 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 591 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 805 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 787 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 773 |
|
|
2021
Q2 | $0 | Sell |
1
-28
| -97% | -$2.69K | ﹤0.01% | 791 |
|
|
2021
Q1 | $3K | Buy |
29
+1
| +4% | +$132 | ﹤0.01% | 599 |
|
|
2020
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 560 |
|
|
2020
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 507 |
|
|
2020
Q2 | $9K | Hold |
28
| – | – | ﹤0.01% | 409 |
|
|
2020
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 502 |
|
|
2019
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 640 |
|
|
2019
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 581 |
|
|
2019
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 566 |
|
|
2019
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 570 |
|
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 588 |
|
|
2018
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 573 |
|
|
2018
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 607 |
|
|
2018
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 561 |
|
|
2017
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 639 |
|
|
2017
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 582 |
|
|
2017
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 532 |
|
|
2017
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 589 |
|
|
2016
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 548 |
|
|
2016
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 494 |
|
|
2016
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 505 |
|
|
2016
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 519 |
|
|
2015
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 538 |
|
|
2015
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 537 |
|
|
2015
Q2 | $3K | Buy |
+28
| New | +$2.99K | ﹤0.01% | 534 |
|
Other funds holding INO
SFI
GCP
HF
Tradewinds Capital Management's INO Position: Q1 2024 in Review
Tradewinds Capital Management sold out of Inovio Pharmaceuticals (INO) in Q1 2024, closing a stake of 1 share — an estimated $4 sold.
Tradewinds Capital Management first reported a position in INO in Q2 2015 and held it in 35 quarters. The position peaked at $9K in Q2 2020. 89 funds tracked by Wall St. Rank hold INO as of Q1 2024.
- Tradewinds Capital Management reported no remaining Inovio Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
- Tradewinds Capital Management sold 1 Inovio Pharmaceuticals share in Q1 2024, an estimated $4.
- Tradewinds Capital Management first reported a position in Inovio Pharmaceuticals in Q2 2015 and held it in 35 quarters.
- Tradewinds Capital Management's Inovio Pharmaceuticals position peaked at $9K in Q2 2020.
- 89 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2024.
Based on Tradewinds Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.