Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,700
| Closed | -$384K | – | 260 |
|
|
2023
Q2 | $384K | Hold |
4,700
| – | – | 0.03% | 235 |
|
|
2023
Q1 | $393K | Hold |
4,700
| – | – | 0.03% | 231 |
|
|
2022
Q4 | $407K | Hold |
4,700
| – | – | 0.03% | 215 |
|
|
2022
Q3 | $381K | Hold |
4,700
| – | – | 0.04% | 216 |
|
|
2022
Q2 | $402K | Hold |
4,700
| – | – | 0.04% | 213 |
|
|
2022
Q1 | $428K | Hold |
4,700
| – | – | 0.03% | 208 |
|
|
2021
Q4 | $416K | Hold |
4,700
| – | – | 0.03% | 202 |
|
|
2021
Q3 | $371K | Hold |
4,700
| – | – | 0.03% | 203 |
|
|
2021
Q2 | $369K | Hold |
4,700
| – | – | 0.03% | 207 |
|
|
2021
Q1 | $374K | Hold |
4,700
| – | – | 0.04% | 201 |
|
|
2020
Q4 | $365K | Buy |
+4,700
| New | +$365K | 0.04% | 195 |
|