Carroll Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 1380 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 1479 |
|
|
2021
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1521 |
|
|
2021
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1447 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 1335 |
|
|
2020
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 1277 |
|
|
2020
Q2 | $3K | Sell |
50
-2,598
| -98% | -$156K | ﹤0.01% | 1295 |
|
|
2020
Q1 | $182K | Buy |
2,648
+2,598
| +5,196% | +$179K | 0.02% | 313 |
|
|
2019
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 1281 |
|
|
2019
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 1232 |
|
|
2019
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1311 |
|
|
2019
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1200 |
|
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 1126 |
|
|
2018
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 1154 |
|
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1126 |
|
|
2018
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1110 |
|
|
2017
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 1084 |
|
|
2017
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 1065 |
|
|
2017
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1060 |
|
|
2017
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1051 |
|