WFG Advisors’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $193K | Buy |
3,800
+1,655
| +77% | +$84.1K | 0.04% | 375 |
|
|
2017
Q1 | $86K | Buy |
2,145
+1,900
| +776% | +$76.2K | 0.02% | 518 |
|
|
2016
Q4 | $12K | Hold |
245
| – | – | ﹤0.01% | 1058 |
|
|
2016
Q3 | $9K | Hold |
245
| – | – | ﹤0.01% | 1153 |
|
|
2016
Q2 | $6K | Sell |
245
-52
| -18% | -$1.27K | ﹤0.01% | 1207 |
|
|
2016
Q1 | $12K | Hold |
297
| – | – | ﹤0.01% | 1006 |
|
|
2015
Q4 | $18K | Hold |
297
| – | – | 0.01% | 918 |
|
|
2015
Q3 | $12K | Hold |
297
| – | – | ﹤0.01% | 1045 |
|
|
2015
Q2 | $17K | Sell |
297
-900
| -75% | -$51.5K | ﹤0.01% | 1032 |
|
|
2015
Q1 | $76K | Buy |
1,197
+945
| +375% | +$60K | 0.02% | 614 |
|
|
2014
Q4 | $16K | Hold |
252
| – | – | ﹤0.01% | 1298 |
|
|
2014
Q3 | $10K | Buy |
252
+200
| +385% | +$7.94K | ﹤0.01% | 1485 |
|
|
2014
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 1801 |
|
|
2014
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 1789 |
|
|
2013
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 1967 |
|
|
2013
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 1935 |
|
|
2013
Q2 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 1957 |
|