Winslow Evans & Crocker’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $18K | Buy |
313
+163
| +109% | +$9.37K | ﹤0.01% | 816 |
|
2020
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 811 |
|
2020
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 761 |
|
2020
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 756 |
|
2019
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 826 |
|
2019
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 812 |
|
2019
Q2 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 824 |
|
2017
Q1 | – | Sell |
-540
| Closed | -$25.8K | – | 1261 |
|
2016
Q4 | $25.8K | Hold |
540
| – | – | 0.01% | 673 |
|
2016
Q3 | $19.8K | Hold |
540
| – | – | 0.01% | 738 |
|
2016
Q2 | $12.6K | Hold |
540
| – | – | ﹤0.01% | 818 |
|
2016
Q1 | $21.9K | Hold |
540
| – | – | 0.01% | 680 |
|
2015
Q4 | $33.4K | Hold |
540
| – | – | 0.01% | 618 |
|
2015
Q3 | $21.8K | Hold |
540
| – | – | 0.01% | 701 |
|
2015
Q2 | $31.1K | Buy |
540
+40
| +8% | +$2.3K | 0.01% | 658 |
|
2015
Q1 | $31.8K | Hold |
500
| – | – | 0.01% | 635 |
|
2014
Q4 | $30.9K | Buy |
+500
| New | +$30.9K | 0.01% | 638 |
|
2014
Q3 | – | Sell |
-15
| Closed | -$517 | – | 1412 |
|
2014
Q2 | $517 | Buy |
+15
| New | +$517 | ﹤0.01% | 1259 |
|