Walled Lake Planning & Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,900
| Closed | -$64K | – | 202 |
|
|
2021
Q3 | $64K | Hold |
1,900
| – | – | 0.04% | 149 |
|
|
2021
Q2 | $76K | Hold |
1,900
| – | – | 0.05% | 135 |
|
|
2021
Q1 | $85K | Hold |
1,900
| – | – | 0.06% | 123 |
|
|
2020
Q4 | $107K | Hold |
1,900
| – | – | 0.08% | 96 |
|
|
2020
Q3 | $90K | Hold |
1,900
| – | – | 0.07% | 100 |
|
|
2020
Q2 | $112K | Hold |
1,900
| – | – | 0.09% | 86 |
|
|
2020
Q1 | $90K | Hold |
1,900
| – | – | 0.08% | 87 |
|
|
2019
Q4 | $115K | Buy |
+1,900
| New | +$115K | 0.08% | 86 |
|