Certified Advisory Corp’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
Q2 | – | Sell |
-919
| Closed | -$73K | – | 448 |
|
|
2021
Q1 | $73K | Buy |
+919
| New | +$73K | 0.02% | 295 |
|
|
2020
Q2 | $63K | Buy |
898
+6
| +0.7% | +$421 | 0.02% | 269 |
|
|
2020
Q1 | $62K | Buy |
892
+8
| +0.9% | +$556 | 0.02% | 247 |
|
|
2019
Q4 | $72K | Buy |
884
+6
| +0.7% | +$489 | 0.02% | 269 |
|
|
2019
Q3 | $72K | Buy |
878
+6
| +0.7% | +$492 | 0.03% | 269 |
|
|
2019
Q2 | $66K | Buy |
872
+6
| +0.7% | +$454 | 0.02% | 278 |
|
|
2019
Q1 | $64K | Buy |
866
+6
| +0.7% | +$443 | 0.03% | 268 |
|
|
2018
Q4 | $58K | Buy |
860
+12
| +1% | +$809 | 0.03% | 255 |
|
|
2018
Q3 | $57K | Buy |
848
+6
| +0.7% | +$403 | 0.03% | 278 |
|
|
2018
Q2 | $56K | Hold |
842
| – | – | 0.03% | 265 |
|
|
2018
Q1 | $53K | Buy |
842
+8
| +1% | +$504 | 0.03% | 258 |
|
|
2017
Q4 | $55K | Buy |
+834
| New | +$55K | 0.04% | 223 |
|