Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,300
| Closed | -$153K | – | 1098 |
|
|
2022
Q2 | $153K | Hold |
5,300
| – | – | 0.03% | 442 |
|
|
2022
Q1 | $183K | Sell |
5,300
-36
| -0.7% | -$1.24K | 0.03% | 428 |
|
|
2021
Q4 | $234K | Sell |
5,336
-96
| -2% | -$4.21K | 0.04% | 414 |
|
|
2021
Q3 | $275K | Hold |
5,432
| – | – | 0.05% | 363 |
|
|
2021
Q2 | $283K | Buy |
5,432
+5,245
| +2,805% | +$273K | 0.05% | 348 |
|
|
2021
Q1 | $9K | Buy |
187
+55
| +42% | +$2.65K | ﹤0.01% | 1380 |
|
|
2020
Q4 | $6K | Sell |
132
-75
| -36% | -$3.41K | ﹤0.01% | 1376 |
|
|
2020
Q3 | $8K | Sell |
207
-213
| -51% | -$8.23K | ﹤0.01% | 1091 |
|
|
2020
Q2 | $16K | Buy |
+420
| New | +$16K | 0.01% | 813 |
|