Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-213
| Closed | -$5.36K | – | 744 |
|
|
2022
Q4 | $5.36K | Sell |
213
-98
| -32% | -$2.47K | ﹤0.01% | 572 |
|
|
2022
Q3 | $9K | Hold |
311
| – | – | ﹤0.01% | 534 |
|
|
2022
Q2 | $9K | Hold |
311
| – | – | ﹤0.01% | 526 |
|
|
2022
Q1 | $11K | Hold |
311
| – | – | ﹤0.01% | 477 |
|
|
2021
Q4 | $14K | Hold |
311
| – | – | ﹤0.01% | 471 |
|
|
2021
Q3 | $16K | Hold |
311
| – | – | ﹤0.01% | 457 |
|
|
2021
Q2 | $16K | Sell |
311
-2,108
| -87% | -$108K | ﹤0.01% | 445 |
|
|
2021
Q1 | $14 | Buy |
2,419
+1,669
| +223% | +$10 | ﹤0.01% | 466 |
|
|
2020
Q4 | $32K | Buy |
750
+375
| +100% | +$16K | 0.01% | 308 |
|
|
2020
Q3 | $15K | Hold |
375
| – | – | 0.01% | 400 |
|
|
2020
Q2 | $14K | Buy |
+375
| New | +$14K | 0.01% | 403 |
|