Atlantic Edge Private Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$154K	Hold
2025 Q1	$150K	Sell
2024 Q4	$147K	Sell
2024 Q3	$171K	Sell
2024 Q2	$151K	Hold
2024 Q1	$145K	Sell
2023 Q4	$139K	Buy