Carolinas Wealth Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-945
| Closed | -$95.9K | – | 435 |
|
|
2025
Q1 | $95.9K | Sell |
945
-1
| -0.1% | -$101 | 0.02% | 247 |
|
|
2024
Q4 | $90.9K | Hold |
946
| – | – | 0.02% | 266 |
|
|
2024
Q3 | $96.4K | Hold |
946
| – | – | 0.02% | 270 |
|
|
2024
Q2 | $83.1K | Buy |
946
+1
| +0.1% | +$88 | 0.02% | 287 |
|
|
2024
Q1 | $79.9K | Hold |
945
| – | – | 0.02% | 306 |
|
|
2023
Q4 | $75.6K | Hold |
945
| – | – | 0.02% | 276 |
|
|
2023
Q3 | $70.5K | Sell |
945
-938
| -50% | -$69.9K | 0.02% | 270 |
|
|
2023
Q2 | $154K | Buy |
1,883
+5
| +0.3% | +$409 | 0.03% | 200 |
|
|
2023
Q1 | $157K | Buy |
1,878
+6
| +0.3% | +$502 | 0.03% | 200 |
|
|
2022
Q4 | $162K | Buy |
1,872
+6
| +0.3% | +$519 | 0.04% | 193 |
|
|
2022
Q3 | $151K | Buy |
1,866
+12
| +0.6% | +$971 | 0.04% | 179 |
|
|
2022
Q2 | $159K | Buy |
1,854
+9
| +0.5% | +$772 | 0.04% | 184 |
|
|
2022
Q1 | $168K | Buy |
1,845
+11
| +0.6% | +$1K | 0.04% | 190 |
|
|
2021
Q4 | $162K | Buy |
1,834
+10
| +0.5% | +$883 | 0.04% | 206 |
|
|
2021
Q3 | $144K | Buy |
1,824
+12
| +0.7% | +$947 | 0.03% | 203 |
|
|
2021
Q2 | $142K | Buy |
1,812
+12
| +0.7% | +$940 | 0.03% | 217 |
|
|
2021
Q1 | $143K | Buy |
1,800
+13
| +0.7% | +$1.03K | 0.03% | 212 |
|
|
2020
Q4 | $139K | Sell |
1,787
-747
| -29% | -$58.1K | 0.04% | 193 |
|
|
2020
Q3 | $185K | Buy |
2,534
+22
| +0.9% | +$1.61K | 0.06% | 137 |
|
|
2020
Q2 | $176K | Buy |
2,512
+18
| +0.7% | +$1.26K | 0.07% | 113 |
|
|
2020
Q1 | $172K | Buy |
2,494
+900
| +56% | +$62.1K | 0.09% | 101 |
|
|
2019
Q4 | $129K | Buy |
+1,594
| New | +$129K | 0.13% | 62 |
|