Aptus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61K | Hold |
25
| – | – | ﹤0.01% | 1454 |
|
|
2025
Q1 | $2.54K | Hold |
25
| – | – | ﹤0.01% | 1367 |
|
|
2024
Q4 | $2.41K | Buy |
+25
| New | +$2.41K | ﹤0.01% | 1362 |
|
|
2023
Q4 | – | Sell |
-1,909
| Closed | -$140K | – | 940 |
|
|
2023
Q3 | $140K | Buy |
1,909
+1,000
| +110% | +$73.6K | ﹤0.01% | 592 |
|
|
2023
Q2 | $74.3K | Buy |
909
+4
| +0.4% | +$327 | ﹤0.01% | 536 |
|
|
2023
Q1 | $75.8K | Buy |
+905
| New | +$75.8K | ﹤0.01% | 530 |
|