YorkBridge Wealth Partners’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,527
| Closed | -$98K | – | 404 |
|
|
2019
Q2 | $98K | Buy |
1,527
+106
| +7% | +$6.8K | 0.04% | 289 |
|
|
2019
Q1 | $115K | Sell |
1,421
-40
| -3% | -$3.24K | 0.05% | 256 |
|
|
2018
Q4 | $79K | Hold |
1,461
| – | – | 0.04% | 282 |
|
|
2018
Q3 | $73K | Sell |
1,461
-114
| -7% | -$5.7K | 0.03% | 318 |
|
|
2018
Q2 | $66K | Buy |
1,575
+34
| +2% | +$1.43K | 0.03% | 337 |
|
|
2018
Q1 | $68K | Sell |
1,541
-33
| -2% | -$1.46K | 0.03% | 336 |
|
|
2017
Q4 | $77K | Sell |
1,574
-314
| -17% | -$15.4K | 0.04% | 325 |
|
|
2017
Q3 | $96K | Sell |
1,888
-143
| -7% | -$7.27K | 0.05% | 288 |
|
|
2017
Q2 | $106K | Sell |
2,031
-48
| -2% | -$2.51K | 0.06% | 261 |
|
|
2017
Q1 | $99K | Sell |
2,079
-777
| -27% | -$37K | 0.05% | 265 |
|
|
2016
Q4 | $131K | Buy |
+2,856
| New | +$131K | 0.08% | 200 |
|