Bartlett & Co’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $64K | Hold |
|
|||||
|
2023
Q3 | $59K | Hold |
|
|||||
|
2023
Q2 | $65K | Buy |
|
|||||
|
2023
Q1 | $33K | Hold |
|
|||||
|
2022
Q4 | $35K | Hold |
|
|||||
|
2022
Q3 | $32K | Hold |
|
|||||
|
2022
Q2 | $34K | Hold |
|
|||||
|
2022
Q1 | $36K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $32K | Hold |
|
|||||
|
2021
Q2 | $31K | Hold |
|
|||||
|
2021
Q1 | $32K | Hold |
|
|||||
|
2020
Q4 | $31K | Hold |
|
|||||
|
2020
Q3 | $29K | Hold |
|
|||||
|
2020
Q2 | $28K | Hold |
|
|||||
|
2020
Q1 | $28K | Buy |
|
|||||
|
2019
Q3 | $33K | Buy |
|