Castle Wealth Management’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
2022
Q4
Sell
-2,090
Closed -$170K 343
2022
Q3
$170K Hold
2,090
0.1% 112
2022
Q2
$179K Buy
+2,090
New +$179K 0.1% 113