LWM
Lodestone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,304
| Closed | -$230K | – | 150 |
|
|
2024
Q2 | $230K | Sell |
8,304
-123
| -1% | -$3.4K | 0.12% | 139 |
|
|
2024
Q1 | $236K | Sell |
8,427
-926
| -10% | -$26K | 0.12% | 141 |
|
|
2023
Q4 | $262K | Sell |
9,353
-719
| -7% | -$20.1K | 0.15% | 128 |
|
|
2023
Q3 | $256K | Sell |
10,072
-2,681
| -21% | -$68.1K | 0.18% | 115 |
|
|
2023
Q2 | $336K | Buy |
+12,753
| New | +$336K | 0.23% | 102 |
|