Steward Partners Investment Advisory’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 |
-500
| Closed | -$11.3K | – | 4080 |
|
|
2024
Q4 | $11.3K | Sell |
500
-151
| -23% | -$3.42K | ﹤0.01% | 3047 |
|
|
2024
Q3 | $16K | Hold |
651
| – | – | ﹤0.01% | 2748 |
|
|
2024
Q2 | $15.1K | Hold |
651
| – | – | ﹤0.01% | 2635 |
|
|
2024
Q1 | $15.7K | Hold |
651
| – | – | ﹤0.01% | 2630 |
|
|
2023
Q4 | $15K | Hold |
651
| – | – | ﹤0.01% | 2532 |
|
|
2023
Q3 | $13.2K | Hold |
651
| – | – | ﹤0.01% | 2478 |
|
|
2023
Q2 | $15.2K | Hold |
651
| – | – | ﹤0.01% | 2416 |
|
|
2023
Q1 | $15.1K | Hold |
651
| – | – | ﹤0.01% | 2370 |
|
|
2022
Q4 | $16.4K | Hold |
651
| – | – | ﹤0.01% | 2338 |
|
|
2022
Q3 | $17K | Hold |
651
| – | – | ﹤0.01% | 2289 |
|
|
2022
Q2 | $19K | Hold |
651
| – | – | ﹤0.01% | 2242 |
|
|
2022
Q1 | $22K | Hold |
651
| – | – | ﹤0.01% | 2311 |
|
|
2021
Q4 | $29K | Hold |
651
| – | – | ﹤0.01% | 2160 |
|
|
2021
Q3 | $33K | Buy |
+651
| New | +$33K | ﹤0.01% | 2082 |
|