IHT Wealth Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,964
| Closed | -$305K | – | 809 |
|
|
2021
Q4 | $305K | Sell |
6,964
-134
| -2% | -$5.87K | 0.02% | 601 |
|
|
2021
Q3 | $360K | Hold |
7,098
| – | – | 0.03% | 537 |
|
|
2021
Q2 | $369K | Sell |
7,098
-2,194
| -24% | -$114K | 0.02% | 635 |
|
|
2021
Q1 | $425K | Buy |
9,292
+132
| +1% | +$6.04K | 0.03% | 512 |
|
|
2020
Q4 | $421K | Sell |
9,160
-107
| -1% | -$4.92K | 0.04% | 463 |
|
|
2020
Q3 | $361K | Buy |
9,267
+1,654
| +22% | +$64.4K | 0.04% | 428 |
|
|
2020
Q2 | $289K | Buy |
+7,613
| New | +$289K | 0.04% | 422 |
|