Bartlett & Co’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
Q4 | $64K | Hold |
800
| – | – | ﹤0.01% | 653 |
|
|
2023
Q3 | $59K | Hold |
800
| – | – | ﹤0.01% | 633 |
|
|
2023
Q2 | $65K | Buy |
800
+400
| +100% | +$32.5K | ﹤0.01% | 622 |
|
|
2023
Q1 | $33K | Hold |
400
| – | – | ﹤0.01% | 631 |
|
|
2022
Q4 | $35K | Hold |
400
| – | – | ﹤0.01% | 628 |
|
|
2022
Q3 | $32K | Hold |
400
| – | – | ﹤0.01% | 636 |
|
|
2022
Q2 | $34K | Hold |
400
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $36K | Buy |
+400
| New | +$36K | ﹤0.01% | 642 |
|
|
2021
Q4 | – | Sell |
-400
| Closed | -$32K | – | 622 |
|
|
2021
Q3 | $32K | Hold |
400
| – | – | ﹤0.01% | 572 |
|
|
2021
Q2 | $31K | Hold |
400
| – | – | ﹤0.01% | 577 |
|
|
2021
Q1 | $32K | Hold |
400
| – | – | ﹤0.01% | 606 |
|
|
2020
Q4 | $31K | Hold |
400
| – | – | ﹤0.01% | 606 |
|
|
2020
Q3 | $29K | Hold |
400
| – | – | ﹤0.01% | 573 |
|
|
2020
Q2 | $28K | Hold |
400
| – | – | ﹤0.01% | 568 |
|
|
2020
Q1 | $28K | Buy |
+400
| New | +$28K | ﹤0.01% | 542 |
|
|
2019
Q3 | $33K | Buy |
+400
| New | +$33K | ﹤0.01% | 591 |
|