Carmichael Hill & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-220
| Closed | -$18.4K | – | 705 |
|
|
2023
Q1 | $18.4K | Hold |
220
| – | – | 0.01% | 398 |
|
|
2022
Q4 | $19K | Hold |
220
| – | – | 0.01% | 379 |
|
|
2022
Q3 | $18K | Hold |
220
| – | – | 0.01% | 400 |
|
|
2022
Q2 | $19K | Hold |
220
| – | – | 0.01% | 389 |
|
|
2022
Q1 | $20K | Hold |
220
| – | – | 0.01% | 403 |
|
|
2021
Q4 | $19K | Hold |
220
| – | – | 0.01% | 411 |
|
|
2021
Q3 | $17K | Hold |
220
| – | – | 0.01% | 422 |
|
|
2021
Q2 | $17K | Hold |
220
| – | – | 0.01% | 428 |
|
|
2021
Q1 | $18K | Hold |
220
| – | – | 0.01% | 407 |
|
|
2020
Q4 | $17K | Hold |
220
| – | – | 0.01% | 402 |
|
|
2020
Q3 | $16K | Hold |
220
| – | – | 0.01% | 375 |
|
|
2020
Q2 | $15K | Hold |
220
| – | – | 0.01% | 368 |
|
|
2020
Q1 | $15K | Hold |
220
| – | – | 0.01% | 344 |
|
|
2019
Q4 | $18K | Buy |
+220
| New | +$18K | 0.01% | 351 |
|