Wealthcare Advisory Partners’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,613
| Closed | -$209K | – | 756 |
|
|
2023
Q3 | $209K | Buy |
+4,613
| New | +$209K | 0.01% | 648 |
|
|
2021
Q3 | – | Sell |
-7,472
| Closed | -$298K | – | 563 |
|
|
2021
Q2 | $298K | Buy |
7,472
+263
| +4% | +$10.5K | 0.02% | 429 |
|
|
2021
Q1 | $324K | Buy |
7,209
+2,603
| +57% | +$117K | 0.02% | 372 |
|
|
2020
Q4 | $260K | Buy |
+4,606
| New | +$260K | 0.02% | 350 |
|
|
2020
Q2 | – | Sell |
-55
| Closed | -$3K | – | 843 |
|
|
2020
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 1233 |
|
|
2019
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 1199 |
|
|
2019
Q3 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 1157 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$8K | – | 1336 |
|
|
2019
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 864 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 934 |
|
|
2018
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 994 |
|
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 1023 |
|
|
2018
Q1 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 869 |
|
|
2017
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 677 |
|
|
2017
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 547 |
|