Carson Wealth (CWM LLC)’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $28K | Sell |
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|
2024
Q4 | $33K | Buy |
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|
2024
Q3 | $33K | Hold |
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|
2024
Q2 | $31K | Buy |
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|
2024
Q1 | $33K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $36K | Buy |
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|
2021
Q2 | $359K | Hold |
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|
2021
Q1 | $359K | Hold |
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|
2020
Q4 | $359K | Hold |
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|
2020
Q3 | $359K | Hold |
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|
2020
Q2 | $359K | Hold |
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|
2020
Q1 | $359K | Hold |
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|
2019
Q4 | $359K | Hold |
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|
2019
Q3 | $359K | Hold |
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|
2019
Q2 | $359K | Hold |
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|
2019
Q1 | $359K | Buy |
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