Alterna Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,440
| Closed | -$211K | – | 120 |
|
|
2022
Q4 | $211K | Buy |
+2,440
| New | +$211K | 0.24% | 85 |
|
|
2022
Q3 | – | Sell |
-3,293
| Closed | -$282K | – | 94 |
|
|
2022
Q2 | $282K | Hold |
3,293
| – | – | 0.29% | 60 |
|
|
2022
Q1 | $300K | Sell |
3,293
-254
| -7% | -$23.1K | 0.25% | 63 |
|
|
2021
Q4 | $314K | Buy |
+3,547
| New | +$314K | 0.26% | 64 |
|