BDO Wealth Advisors’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
Q2 | $239K | Hold |
2,927
| – | – | 0.03% | 242 |
|
|
2023
Q1 | $245K | Sell |
2,927
-1
| -0% | -$84 | 0.03% | 232 |
|
|
2022
Q4 | $253K | Hold |
2,928
| – | – | 0.03% | 232 |
|
|
2022
Q3 | $238K | Hold |
2,928
| – | – | 0.03% | 231 |
|
|
2022
Q2 | $251K | Hold |
2,928
| – | – | 0.03% | 231 |
|
|
2022
Q1 | $266K | Hold |
2,928
| – | – | 0.03% | 235 |
|
|
2021
Q4 | $259K | Sell |
2,928
-3
| -0.1% | -$265 | 0.03% | 250 |
|
|
2021
Q3 | $231K | Buy |
2,931
+250
| +9% | +$19.7K | 0.03% | 263 |
|
|
2021
Q2 | $210K | Sell |
2,681
-60
| -2% | -$4.7K | 0.02% | 283 |
|
|
2021
Q1 | $218K | Sell |
2,741
-35
| -1% | -$2.78K | 0.03% | 277 |
|
|
2020
Q4 | $215K | Sell |
2,776
-80
| -3% | -$6.2K | 0.03% | 227 |
|
|
2020
Q3 | $209K | Sell |
2,856
-330
| -10% | -$24.1K | 0.03% | 216 |
|
|
2020
Q2 | $223K | Sell |
3,186
-364
| -10% | -$25.5K | 0.04% | 204 |
|
|
2020
Q1 | $245K | Buy |
3,550
+130
| +4% | +$8.97K | 0.05% | 185 |
|
|
2019
Q4 | $277K | Buy |
3,420
+60
| +2% | +$4.86K | 0.07% | 161 |
|
|
2019
Q3 | $274K | Sell |
3,360
-100
| -3% | -$8.16K | 0.07% | 164 |
|
|
2019
Q2 | $261K | Buy |
3,460
+50
| +1% | +$3.77K | 0.07% | 160 |
|
|
2019
Q1 | $251K | Buy |
3,410
+500
| +17% | +$36.8K | 0.07% | 151 |
|
|
2018
Q4 | $195K | Hold |
2,910
| – | – | 0.07% | 151 |
|
|
2018
Q3 | $195K | Buy |
2,910
+220
| +8% | +$14.7K | 0.06% | 160 |
|
|
2018
Q2 | $177K | Hold |
2,690
| – | – | 0.06% | 164 |
|
|
2018
Q1 | $171K | Sell |
2,690
-1,010
| -27% | -$64.2K | 0.06% | 137 |
|
|
2017
Q4 | $246K | Sell |
3,700
-50
| -1% | -$3.32K | 0.11% | 100 |
|
|
2017
Q3 | $249K | Hold |
3,750
| – | – | 0.12% | 93 |
|
|
2017
Q2 | $244K | Buy |
+3,750
| New | +$244K | 0.11% | 117 |
|