Calton & Associates’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
2020
Q2
Sell
-3,148
Closed -$217K 343
2020
Q1
$217K Buy
+3,148
New +$217K 0.05% 257
2019
Q4
Sell
-5,320
Closed -$433K 368
2019
Q3
$433K Buy
+5,320
New +$433K 0.1% 174