Avantax Advisory Services’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,363
| Closed | -$217K | – | 1342 |
|
|
2022
Q1 | $217K | Sell |
6,363
-1,450
| -19% | -$49.5K | ﹤0.01% | 1156 |
|
|
2021
Q4 | $342K | Sell |
7,813
-195
| -2% | -$8.54K | 0.01% | 916 |
|
|
2021
Q3 | $404K | Buy |
+8,008
| New | +$404K | 0.01% | 799 |
|
|
2020
Q3 | – | Sell |
-5,491
| Closed | -$208K | – | 1385 |
|
|
2020
Q2 | $208K | Buy |
+5,491
| New | +$208K | 0.01% | 775 |
|