United Capital Financial Advisors’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,008
| Closed | -$236K | – | 1186 |
|
|
2020
Q2 | $236K | Buy |
+4,008
| New | +$236K | ﹤0.01% | 1048 |
|
|
2020
Q1 | – | Sell |
-4,427
| Closed | -$267K | – | 1271 |
|
|
2019
Q4 | $267K | Buy |
+4,427
| New | +$267K | ﹤0.01% | 1172 |
|
|
2019
Q3 | – | Sell |
-3,363
| Closed | -$216K | – | 1378 |
|
|
2019
Q2 | $216K | Hold |
3,363
| – | – | ﹤0.01% | 1322 |
|
|
2019
Q1 | $273K | Buy |
+3,363
| New | +$273K | ﹤0.01% | 1143 |
|
|
2018
Q1 | – | Sell |
-3,982
| Closed | -$200K | – | 1329 |
|
|
2017
Q4 | $200K | Buy |
+3,982
| New | +$200K | ﹤0.01% | 1244 |
|