Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-102
| Closed | -$5K | – | 1070 |
|
|
2021
Q1 | $5K | Buy |
102
+97
| +1,940% | +$4.76K | ﹤0.01% | 1473 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1710 |
|
|
2020
Q3 | – | Sell |
-15
| Closed | -$1K | – | 1792 |
|
|
2020
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1817 |
|
|
2020
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1607 |
|
|
2019
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1526 |
|
|
2019
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1440 |
|
|
2019
Q1 | – | Sell |
-64
| Closed | -$3K | – | 1614 |
|
|
2018
Q4 | $3K | Hold |
64
| – | – | ﹤0.01% | 1199 |
|
|
2018
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 1341 |
|
|
2018
Q2 | $3K | Sell |
64
-782
| -92% | -$36.7K | ﹤0.01% | 1250 |
|
|
2018
Q1 | $37K | Buy |
+846
| New | +$37K | 0.01% | 555 |
|