Accel Wealth Management’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-130
| Closed | -$10.9K | – | 493 |
|
|
2023
Q1 | $10.9K | Hold |
130
| – | – | ﹤0.01% | 862 |
|
|
2022
Q4 | $11.3K | Hold |
130
| – | – | 0.01% | 681 |
|
|
2022
Q3 | $11K | Hold |
130
| – | – | 0.01% | 711 |
|
|
2022
Q2 | $11K | Sell |
130
-588
| -82% | -$49.8K | 0.01% | 690 |
|
|
2022
Q1 | $66K | Hold |
718
| – | – | 0.03% | 315 |
|
|
2021
Q4 | $63K | Hold |
718
| – | – | 0.03% | 337 |
|
|
2021
Q3 | $57K | Buy |
718
+510
| +245% | +$40.5K | 0.04% | 306 |
|
|
2021
Q2 | $16K | Hold |
208
| – | – | 0.01% | 593 |
|
|
2021
Q1 | $17K | Hold |
208
| – | – | 0.01% | 546 |
|
|
2020
Q4 | $16K | Buy |
+208
| New | +$16K | 0.01% | 538 |
|