Antonetti Capital 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
Q3 | $20.3K | Hold |
274
| – | – | 0.03% | 153 |
|
|
2023
Q2 | $22.4K | Sell |
274
-80
| -23% | -$6.54K | 0.03% | 152 |
|
|
2023
Q1 | $29.6K | Hold |
354
| – | – | 0.04% | 140 |
|
|
2022
Q4 | $30.6K | Hold |
354
| – | – | 0.04% | 136 |
|
|
2022
Q3 | $29K | Hold |
354
| – | – | 0.03% | 129 |
|
|
2022
Q2 | $30K | Sell |
354
-74
| -17% | -$6.27K | 0.03% | 133 |
|
|
2022
Q1 | $39K | Hold |
428
| – | – | 0.04% | 135 |
|
|
2021
Q4 | $38K | Hold |
428
| – | – | 0.03% | 185 |
|
|
2021
Q3 | $34K | Buy |
+428
| New | +$34K | 0.03% | 192 |
|
|
2014
Q3 | $23K | Hold |
428
| – | – | 0.04% | 68 |
|
|
2014
Q2 | $24K | Hold |
428
| – | – | 0.02% | 136 |
|
|
2014
Q1 | $22K | Sell |
428
-128
| -23% | -$6.58K | 0.02% | 148 |
|
|
2013
Q4 | $27K | Sell |
556
-32
| -5% | -$1.55K | 0.02% | 156 |
|
|
2013
Q3 | $28K | Sell |
588
-880
| -60% | -$41.9K | 0.03% | 183 |
|
|
2013
Q2 | $69K | Buy |
+1,468
| New | +$69K | 0.08% | 136 |
|