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Baystate Wealth Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Baystate Wealth Management’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-238
Closed -$9K – 685
2020
Q2 		$9K Buy
+238
New +$8.03K ﹤0.01% 402

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Baystate Wealth Management's IDNA Position: Q3 2020 in Review

Baystate Wealth Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q3 2020, closing a stake of 238 shares — an estimated $9K sold.

Baystate Wealth Management first reported a position in IDNA in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 48 funds tracked by Wall St. Rank hold IDNA as of Q3 2020.

  • Baystate Wealth Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q3 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 238 iShares Genomics Immunology and Healthcare ETF shares in Q3 2020, an estimated $9K.
  • Baystate Wealth Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2020 and held it in 1 quarter.
  • Baystate Wealth Management's iShares Genomics Immunology and Healthcare ETF position peaked at $9K in Q2 2020.
  • 48 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2020.

Based on Baystate Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.