Valley National Advisers’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-636
| Closed | -$3K | – | 782 |
|
|
2024
Q3 | $3K | Hold |
636
| – | – | ﹤0.01% | 628 |
|
|
2024
Q2 | $5K | Hold |
636
| – | – | ﹤0.01% | 755 |
|
|
2024
Q1 | $8K | Sell |
636
-2
| -0.3% | -$25 | ﹤0.01% | 692 |
|
|
2023
Q4 | $3K | Hold |
638
| – | – | ﹤0.01% | 878 |
|
|
2023
Q3 | $3K | Sell |
638
-694
| -52% | -$3.26K | ﹤0.01% | 765 |
|
|
2023
Q2 | $8K | Hold |
1,332
| – | – | ﹤0.01% | 638 |
|
|
2023
Q1 | $14K | Buy |
1,332
+629
| +89% | +$6.61K | ﹤0.01% | 548 |
|
|
2022
Q4 | $14K | Sell |
703
-350
| -33% | -$6.97K | ﹤0.01% | 536 |
|
|
2022
Q3 | $23K | Hold |
1,053
| – | – | ﹤0.01% | 478 |
|
|
2022
Q2 | $27K | Buy |
1,053
+28
| +3% | +$718 | 0.01% | 431 |
|
|
2022
Q1 | $44K | Buy |
1,025
+283
| +38% | +$12.1K | 0.01% | 390 |
|
|
2021
Q4 | $44K | Sell |
742
-250
| -25% | -$14.8K | 0.01% | 380 |
|
|
2021
Q3 | $85K | Sell |
992
-166
| -14% | -$14.2K | 0.02% | 298 |
|
|
2021
Q2 | $129K | Buy |
1,158
+183
| +19% | +$20.4K | 0.02% | 255 |
|
|
2021
Q1 | $109K | Sell |
975
-333
| -25% | -$37.2K | 0.02% | 267 |
|
|
2020
Q4 | $139K | Hold |
1,308
| – | – | 0.03% | 227 |
|
|
2020
Q3 | $182K | Buy |
1,308
+200
| +18% | +$27.8K | 0.04% | 180 |
|
|
2020
Q2 | $358K | Buy |
1,108
+125
| +13% | +$40.4K | 0.08% | 144 |
|
|
2020
Q1 | $88K | Buy |
983
+145
| +17% | +$13K | 0.02% | 218 |
|
|
2019
Q4 | $33K | Hold |
838
| – | – | 0.01% | 356 |
|
|
2019
Q3 | $21K | Buy |
+838
| New | +$21K | 0.01% | 412 |
|