Strategic Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.91M | Hold |
43,546
| – | – | 0.94% | 39 |
|
|
2021
Q3 | $2.21M | Buy |
43,546
+2,774
| +7% | +$141K | 1.15% | 35 |
|
|
2021
Q2 | $2.12M | Sell |
40,772
-4,729
| -10% | -$246K | 1.14% | 32 |
|
|
2021
Q1 | $2.08M | Hold |
45,501
| – | – | 1.25% | 30 |
|
|
2020
Q4 | $2.09M | Hold |
45,501
| – | – | 1.28% | 33 |
|
|
2020
Q3 | $1.77M | Buy |
+45,501
| New | +$1.77M | 1.32% | 31 |
|