Carson Wealth (CWM LLC)’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 | $98K | Buy |
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|
2025
Q2 | $78K | Hold |
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|
2025
Q1 | $76K | Hold |
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|
2024
Q4 | $72K | Hold |
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|
2024
Q3 | $76K | Hold |
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|
2024
Q2 | $66K | Sell |
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|
2024
Q1 | $195K | Hold |
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|
2023
Q4 | $184K | Sell |
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|
2023
Q3 | $199K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $218K | Hold |
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|
2020
Q4 | $218K | Sell |
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|
2020
Q3 | $218K | Hold |
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|
2020
Q2 | $218K | Hold |
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|
2020
Q1 | $218K | Hold |
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|
2019
Q4 | $218K | Hold |
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|
2019
Q3 | $218K | Hold |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $218K | Buy |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $163K | Hold |
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|
2018
Q2 | $161K | Hold |
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|
2018
Q1 | $155K | Sell |
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|
2017
Q4 | $220K | Sell |
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|
2017
Q3 | $4.61M | Sell |
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|
2017
Q2 | $5.3M | Buy |
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|
2017
Q1 | $65K | Hold |
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|
2016
Q4 | $62K | Buy |
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|
2016
Q3 | $38K | Hold |
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|
2016
Q2 | $40K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $242K | Hold |
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|
2014
Q2 | $256K | Hold |
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|
2014
Q1 | $240K | Sell |
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|
2013
Q4 | $472K | Sell |
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|
2013
Q3 | $926K | Buy |
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