Laidlaw Wealth Management’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
Q1 | – | Sell |
-21,066
| Closed | -$477K | – | 97 |
|
|
2024
Q4 | $477K | Buy |
21,066
+721
| +4% | +$16.3K | 0.21% | 111 |
|
|
2024
Q3 | $501K | Sell |
20,345
-538
| -3% | -$13.2K | 0.25% | 115 |
|
|
2024
Q2 | $483K | Sell |
20,883
-66
| -0.3% | -$1.53K | 0.27% | 105 |
|
|
2024
Q1 | $504K | Buy |
20,949
+6,323
| +43% | +$152K | 0.28% | 105 |
|
|
2023
Q4 | $337K | Sell |
14,626
-9,361
| -39% | -$215K | 0.12% | 171 |
|
|
2023
Q3 | $488K | Sell |
23,987
-2,168
| -8% | -$44.1K | 0.16% | 149 |
|
|
2023
Q2 | $611K | Buy |
26,155
+1,980
| +8% | +$46.2K | 0.12% | 183 |
|
|
2023
Q1 | $563K | Buy |
24,175
+3,473
| +17% | +$80.8K | 0.11% | 193 |
|
|
2022
Q4 | $521K | Buy |
+20,702
| New | +$521K | 0.11% | 192 |
|