Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$100 | – | 1488 |
|
|
2024
Q4 | $100 | Hold |
100
| – | – | ﹤0.01% | 2410 |
|
|
2024
Q3 | $100 | Hold |
100
| – | – | ﹤0.01% | 2263 |
|
|
2024
Q2 | $100 | Hold |
100
| – | – | ﹤0.01% | 2213 |
|
|
2024
Q1 | $100 | Hold |
100
| – | – | ﹤0.01% | 3194 |
|
|
2023
Q4 | $100 | Hold |
100
| – | – | ﹤0.01% | 1492 |
|
|
2023
Q3 | $100 | Hold |
100
| – | – | ﹤0.01% | 1557 |
|
|
2023
Q2 | $100 | Hold |
100
| – | – | ﹤0.01% | 1526 |
|
|
2023
Q1 | $100 | Hold |
100
| – | – | ﹤0.01% | 1586 |
|
|
2022
Q4 | $100 | Sell |
100
-119
| -54% | -$119 | ﹤0.01% | 1247 |
|
|
2022
Q3 | $9K | Buy |
219
+119
| +119% | +$4.89K | ﹤0.01% | 866 |
|
|
2022
Q2 | $0 | Buy |
+100
| New | – | ﹤0.01% | 1146 |
|