BDO Wealth Advisors’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
Q2 | $239K | Hold |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $253K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $215K | Sell |
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|
2020
Q3 | $209K | Sell |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $245K | Buy |
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|
2019
Q4 | $277K | Buy |
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|
2019
Q3 | $274K | Sell |
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|
2019
Q2 | $261K | Buy |
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|
2019
Q1 | $251K | Buy |
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|
2018
Q4 | $195K | Hold |
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|
2018
Q3 | $195K | Buy |
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|
2018
Q2 | $177K | Hold |
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|
2018
Q1 | $171K | Sell |
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|
2017
Q4 | $246K | Sell |
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|
2017
Q3 | $249K | Hold |
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|
2017
Q2 | $244K | Buy |
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