HHM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77K | Hold |
135
| – | – | ﹤0.01% | 736 |
|
|
2025
Q1 | $2.77K | Hold |
135
| – | – | ﹤0.01% | 722 |
|
|
2024
Q4 | $3.06K | Hold |
135
| – | – | ﹤0.01% | 715 |
|
|
2024
Q3 | $3.32K | Hold |
135
| – | – | ﹤0.01% | 689 |
|
|
2024
Q2 | $3.12K | Hold |
135
| – | – | ﹤0.01% | 675 |
|
|
2024
Q1 | $3.25K | Hold |
135
| – | – | ﹤0.01% | 658 |
|
|
2023
Q4 | $3.11K | Hold |
135
| – | – | ﹤0.01% | 660 |
|
|
2023
Q3 | $2.75K | Hold |
135
| – | – | ﹤0.01% | 696 |
|
|
2023
Q2 | $3.15K | Hold |
135
| – | – | ﹤0.01% | 706 |
|
|
2023
Q1 | $3.14K | Sell |
135
-870
| -87% | -$20.2K | ﹤0.01% | 694 |
|
|
2022
Q4 | $25.3K | Hold |
1,005
| – | – | 0.01% | 332 |
|
|
2022
Q3 | $27K | Hold |
1,005
| – | – | 0.01% | 311 |
|
|
2022
Q2 | $29K | Hold |
1,005
| – | – | 0.01% | 361 |
|
|
2022
Q1 | $35K | Hold |
1,005
| – | – | 0.01% | 356 |
|
|
2021
Q4 | $44K | Hold |
1,005
| – | – | 0.01% | 322 |
|
|
2021
Q3 | $51K | Hold |
1,005
| – | – | 0.01% | 296 |
|
|
2021
Q2 | $52K | Hold |
1,005
| – | – | 0.01% | 293 |
|
|
2021
Q1 | $46K | Buy |
1,005
+135
| +16% | +$6.18K | 0.01% | 286 |
|
|
2020
Q4 | $40K | Hold |
870
| – | – | 0.01% | 284 |
|
|
2020
Q3 | $34K | Hold |
870
| – | – | 0.01% | 267 |
|
|
2020
Q2 | $33K | Hold |
870
| – | – | 0.01% | 264 |
|
|
2020
Q1 | $23K | Buy |
+870
| New | +$23K | 0.01% | 284 |
|