Westside Investment 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
Q2 | – | Sell |
-150
| Closed | -$3.07K | – | 1297 |
|
|
2025
Q1 | $3.07K | Hold |
150
| – | – | ﹤0.01% | 849 |
|
|
2024
Q4 | $3.4K | Sell |
150
-100
| -40% | -$2.26K | ﹤0.01% | 837 |
|
|
2024
Q3 | $6.12K | Sell |
250
-100
| -29% | -$2.45K | ﹤0.01% | 748 |
|
|
2024
Q2 | $8.09K | Hold |
350
| – | – | ﹤0.01% | 691 |
|
|
2024
Q1 | $8.4K | Hold |
350
| – | – | ﹤0.01% | 656 |
|
|
2023
Q4 | $8.05K | Hold |
350
| – | – | ﹤0.01% | 636 |
|
|
2023
Q3 | $7.12K | Hold |
350
| – | – | ﹤0.01% | 643 |
|
|
2023
Q2 | $8.17K | Hold |
350
| – | – | ﹤0.01% | 628 |
|
|
2023
Q1 | $8.15K | Hold |
350
| – | – | ﹤0.01% | 624 |
|
|
2022
Q4 | $2.51K | Sell |
350
-700
| -67% | -$5.03K | 0.01% | 225 |
|
|
2022
Q3 | $21.2K | Buy |
1,050
+700
| +200% | +$14.1K | 0.05% | 175 |
|
|
2022
Q2 | $3.52K | Hold |
350
| – | – | 0.01% | 223 |
|
|
2022
Q1 | $3.53K | Hold |
350
| – | – | 0.01% | 222 |
|
|
2021
Q4 | $4.39K | Hold |
350
| – | – | 0.01% | 210 |
|
|
2021
Q3 | $4.98K | Hold |
350
| – | – | 0.01% | 208 |
|
|
2021
Q2 | $5.22K | Hold |
350
| – | – | 0.01% | 203 |
|
|
2021
Q1 | $4.58K | Hold |
350
| – | – | 0.01% | 194 |
|
|
2020
Q4 | $4.61K | Buy |
350
+50
| +17% | +$658 | 0.01% | 158 |
|
|
2020
Q3 | $3.9K | Hold |
300
| – | – | ﹤0.01% | 166 |
|
|
2020
Q2 | $3.8K | Buy |
+300
| New | +$3.8K | ﹤0.01% | 149 |
|