Carl P. Sherr & Co’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
Q2 | $303K | Sell |
|
|||||
|
2025
Q1 | $317K | Hold |
|
|||||
|
2024
Q4 | $301K | Sell |
|
|||||
|
2024
Q3 | $381K | Hold |
|
|||||
|
2024
Q2 | $328K | Hold |
|
|||||
|
2024
Q1 | $316K | Hold |
|
|||||
|
2023
Q4 | $299K | Buy |
|
|||||
|
2023
Q3 | $270K | Hold |
|
|||||
|
2023
Q2 | $300K | Hold |
|
|||||
|
2023
Q1 | $307K | Hold |
|
|||||
|
2022
Q4 | $318K | Hold |
|
|||||
|
2022
Q3 | $298K | Hold |
|
|||||
|
2022
Q2 | $314K | Hold |
|
|||||
|
2022
Q1 | $334K | Hold |
|
|||||
|
2021
Q4 | $325K | Sell |
|
|||||
|
2021
Q3 | $429K | Sell |
|
|||||
|
2021
Q2 | $431K | Sell |
|
|||||
|
2021
Q1 | $557K | Sell |
|
|||||
|
2020
Q4 | $602K | Sell |
|
|||||
|
2020
Q3 | $689K | Buy |
|
|||||
|
2020
Q2 | $661K | Buy |
|
|||||
|
2020
Q1 | $651K | Buy |
|
|||||
|
2019
Q4 | $764K | Buy |
|