Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-573
| Closed | -$44K | – | 353 |
|
|
2020
Q4 | $44K | Buy |
573
+3
| +0.5% | +$230 | 0.02% | 222 |
|
|
2020
Q3 | $42K | Buy |
570
+4
| +0.7% | +$295 | 0.03% | 186 |
|
|
2020
Q2 | $40K | Buy |
566
+10
| +2% | +$707 | 0.03% | 182 |
|
|
2020
Q1 | $38K | Hold |
556
| – | – | 0.03% | 179 |
|
|
2019
Q4 | $45K | Buy |
+556
| New | +$45K | 0.03% | 187 |
|