Capital Advisors Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $471K | Buy |
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|
2025
Q2 | $443K | Buy |
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|
2025
Q1 | $428K | Hold |
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|
2024
Q4 | $406K | Hold |
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|
2024
Q3 | $431K | Hold |
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|
2024
Q2 | $371K | Hold |
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|
2024
Q1 | $357K | Sell |
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|
2023
Q4 | $345K | Hold |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $361K | Hold |
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|
2022
Q4 | $373K | Hold |
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|
2022
Q3 | $350K | Hold |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $384K | Hold |
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|
2021
Q4 | $374K | Hold |
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $336K | Hold |
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|
2020
Q4 | $328K | Hold |
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|
2020
Q3 | $308K | Hold |
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|
2020
Q2 | $296K | Hold |
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|
2020
Q1 | $292K | Hold |
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|
2019
Q4 | $342K | Sell |
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|
2019
Q3 | $425K | Buy |
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|
2019
Q2 | $318K | Sell |
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|
2019
Q1 | $396K | Hold |
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|
2018
Q4 | $361K | Hold |
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|
2018
Q3 | $361K | Hold |
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|
2018
Q2 | $355K | Hold |
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|
2018
Q1 | $343K | Hold |
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|
2017
Q4 | $358K | Hold |
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|
2017
Q3 | $358K | Hold |
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|
2017
Q2 | $350K | Hold |
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|
2017
Q1 | $346K | Hold |
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|
2016
Q4 | $328K | Hold |
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|
2016
Q3 | $330K | Hold |
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|
2016
Q2 | $353K | Hold |
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|
2016
Q1 | $333K | Hold |
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|
2015
Q4 | $290K | Sell |
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|
2015
Q3 | $324K | Sell |
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|
2015
Q2 | $335K | Sell |
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|
2015
Q1 | $368K | Hold |
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|
2014
Q4 | $389K | Buy |
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|
2014
Q3 | $337K | Buy |
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|
2014
Q2 | $347K | Buy |
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|
2014
Q1 | $276K | Buy |
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|
2013
Q4 | $252K | Buy |
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