Prospera Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,310
| Closed | -$260K | – | 1117 |
|
|
2023
Q4 | $260K | Buy |
11,310
+563
| +5% | +$13K | 0.01% | 905 |
|
|
2023
Q3 | $219K | Buy |
+10,747
| New | +$219K | 0.01% | 917 |
|
|
2022
Q2 | – | Sell |
-125
| Closed | -$4K | – | 2079 |
|
|
2022
Q1 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 2320 |
|
|
2021
Q1 | – | Sell |
-5,702
| Closed | -$262K | – | 760 |
|
|
2020
Q4 | $262K | Buy |
5,702
+5,577
| +4,462% | +$256K | 0.02% | 571 |
|
|
2020
Q3 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 1287 |
|