Avion Wealth’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 | $69K | Hold |
660
| – | – | 0.02% | 175 |
|
|
2025
Q1 | $63K | Hold |
660
| – | – | 0.02% | 169 |
|
|
2024
Q4 | $63K | Sell |
660
-60
| -8% | -$5.73K | 0.02% | 169 |
|
|
2024
Q3 | $73K | Hold |
720
| – | – | 0.02% | 147 |
|
|
2024
Q2 | $63K | Hold |
720
| – | – | 0.02% | 145 |
|
|
2024
Q1 | $61K | Hold |
720
| – | – | 0.02% | 149 |
|
|
2023
Q4 | $58K | Hold |
720
| – | – | 0.02% | 149 |
|
|
2023
Q3 | $52K | Hold |
720
| – | – | 0.01% | 149 |
|
|
2023
Q2 | $58K | Hold |
720
| – | – | 0.02% | 151 |
|
|
2023
Q1 | $62K | Hold |
720
| – | – | 0.02% | 134 |
|
|
2022
Q4 | $58K | Hold |
720
| – | – | 0.02% | 134 |
|
|
2022
Q3 | $58K | Hold |
720
| – | – | 0.02% | 134 |
|
|
2022
Q2 | $62K | Hold |
720
| – | – | 0.02% | 124 |
|
|
2022
Q1 | $66K | Buy |
+720
| New | +$66K | 0.02% | 111 |
|