Phillips Financial 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 |
-42
| Closed | -$950 | – | 261 |
|
|
2024
Q4 | $950 | Hold |
42
| – | – | ﹤0.01% | 258 |
|
|
2024
Q3 | $1.03K | Hold |
42
| – | – | ﹤0.01% | 272 |
|
|
2024
Q2 | $971 | Hold |
42
| – | – | ﹤0.01% | 266 |
|
|
2024
Q1 | $1.01K | Hold |
42
| – | – | ﹤0.01% | 260 |
|
|
2023
Q4 | $966 | Hold |
42
| – | – | ﹤0.01% | 251 |
|
|
2023
Q3 | $855 | Hold |
42
| – | – | ﹤0.01% | 238 |
|
|
2023
Q2 | $981 | Sell |
42
-1,565
| -97% | -$36.6K | ﹤0.01% | 236 |
|
|
2023
Q1 | $37.4K | Hold |
1,607
| – | – | ﹤0.01% | 200 |
|
|
2022
Q4 | $40.4K | Hold |
1,607
| – | – | ﹤0.01% | 187 |
|
|
2022
Q3 | $42K | Buy |
+1,607
| New | +$42K | ﹤0.01% | 175 |
|