Aveo Capital Partners’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
Q1 | – | Sell |
-5,809
| Closed | -$559K | – | 245 |
|
|
2024
Q4 | $559K | Buy |
5,809
+3,303
| +132% | +$318K | 0.06% | 189 |
|
|
2024
Q3 | $256K | Hold |
2,506
| – | – | 0.03% | 300 |
|
|
2024
Q2 | $220K | Buy |
+2,506
| New | +$220K | 0.03% | 297 |
|
|
2020
Q1 | – | Sell |
-3,388
| Closed | -$275K | – | 170 |
|
|
2019
Q4 | $275K | Hold |
3,388
| – | – | 0.11% | 155 |
|
|
2019
Q3 | $270K | Hold |
3,388
| – | – | 0.11% | 145 |
|
|
2019
Q2 | $256K | Buy |
+3,388
| New | +$256K | 0.11% | 152 |
|
|
2018
Q1 | – | Sell |
-31,088
| Closed | -$2.07M | – | 149 |
|
|
2017
Q4 | $2.07M | Buy |
31,088
+27,878
| +868% | +$1.85M | 0.69% | 22 |
|
|
2017
Q3 | $213K | Buy |
+3,210
| New | +$213K | 0.07% | 123 |
|