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

BerganKDV Wealth Management’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-279
Closed -$7.02K – 1089
2022
Q4 		$7.02K Buy
+279
New +$7.02K ﹤0.01% 624