Golden State Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-206
| Closed | -$5.07K | – | 645 |
|
|
2024
Q3 | $5.07K | Buy |
+206
| New | +$5.07K | ﹤0.01% | 651 |
|
|
2022
Q1 | $241K | Buy |
6,982
+572
| +9% | +$19.7K | 0.12% | 165 |
|
|
2021
Q4 | $281K | Buy |
6,410
+607
| +10% | +$26.6K | 0.14% | 135 |
|
|
2021
Q3 | $294K | Buy |
5,803
+329
| +6% | +$16.7K | 0.12% | 172 |
|
|
2021
Q2 | $285K | Buy |
+5,474
| New | +$285K | 0.11% | 189 |
|