1834 Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-114
| Closed | -$9K | – | 509 |
|
|
2021
Q1 | $9K | Hold |
114
| – | – | ﹤0.01% | 395 |
|
|
2020
Q4 | $9K | Hold |
114
| – | – | ﹤0.01% | 376 |
|
|
2020
Q3 | $8K | Hold |
114
| – | – | ﹤0.01% | 354 |
|
|
2020
Q2 | $8K | Hold |
114
| – | – | ﹤0.01% | 343 |
|
|
2020
Q1 | $8K | Hold |
114
| – | – | ﹤0.01% | 338 |
|
|
2019
Q4 | $9K | Hold |
114
| – | – | ﹤0.01% | 388 |
|
|
2019
Q3 | $9K | Hold |
114
| – | – | ﹤0.01% | 388 |
|
|
2019
Q2 | $9K | Hold |
114
| – | – | ﹤0.01% | 378 |
|
|
2019
Q1 | $8K | Hold |
114
| – | – | ﹤0.01% | 361 |
|
|
2018
Q4 | $8K | Hold |
114
| – | – | ﹤0.01% | 368 |
|
|
2018
Q3 | $8K | Hold |
114
| – | – | ﹤0.01% | 370 |
|
|
2018
Q2 | $8K | Hold |
114
| – | – | ﹤0.01% | 380 |
|
|
2018
Q1 | $7K | Hold |
114
| – | – | ﹤0.01% | 406 |
|
|
2017
Q4 | $8K | Buy |
+114
| New | +$8K | ﹤0.01% | 421 |
|