Traphagen Investment Advisors’s Iovance Biotherapeutics IOVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66K | Hold |
38,364
| – | – | 0.01% | 184 |
|
|
2025
Q1 | $128K | Buy |
38,364
+1,678
| +5% | +$5.59K | 0.01% | 177 |
|
|
2024
Q4 | $271K | Sell |
36,686
-659
| -2% | -$4.88K | 0.03% | 143 |
|
|
2024
Q3 | $351K | Hold |
37,345
| – | – | 0.04% | 122 |
|
|
2024
Q2 | $300K | Buy |
37,345
+1
| +0% | +$8 | 0.03% | 126 |
|
|
2024
Q1 | $553K | Buy |
37,344
+770
| +2% | +$11.4K | 0.06% | 95 |
|
|
2023
Q4 | $297K | Buy |
36,574
+578
| +2% | +$4.7K | 0.03% | 128 |
|
|
2023
Q3 | $164K | Buy |
35,996
+571
| +2% | +$2.6K | 0.02% | 158 |
|
|
2023
Q2 | $249K | Sell |
35,425
-604
| -2% | -$4.25K | 0.03% | 134 |
|
|
2023
Q1 | $220K | Buy |
36,029
+6,093
| +20% | +$37.2K | 0.03% | 142 |
|
|
2022
Q4 | $191K | Buy |
29,936
+15,170
| +103% | +$96.9K | 0.03% | 142 |
|
|
2022
Q3 | $141K | Sell |
14,766
-7,443
| -34% | -$71.3K | 0.03% | 135 |
|
|
2022
Q2 | $245K | Buy |
22,209
+11,440
| +106% | +$126K | 0.04% | 121 |
|
|
2022
Q1 | $532K | Buy |
10,769
+7
| +0.1% | +$346 | 0.09% | 69 |
|
|
2021
Q4 | $549K | Buy |
10,762
+18
| +0.2% | +$919 | 0.09% | 69 |
|
|
2021
Q3 | $555K | Buy |
10,744
+11
| +0.1% | +$568 | 0.1% | 63 |
|
|
2021
Q2 | $556K | Sell |
10,733
-755
| -7% | -$39.1K | 0.09% | 67 |
|
|
2021
Q1 | $595K | Sell |
11,488
-1,583
| -12% | -$82K | 0.11% | 67 |
|
|
2020
Q4 | $683K | Sell |
13,071
-466
| -3% | -$24.3K | 0.12% | 63 |
|
|
2020
Q3 | $706K | Buy |
+13,537
| New | +$706K | 0.14% | 53 |
|