Charter Oak Capital 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
2021 Q3	–	Sell	-56	Closed	-$4K	–	848
2021 Q2	$4K	Hold	56	–	–	﹤0.01%	691
2021 Q1	$4K	Hold	56	–	–	﹤0.01%	654
2020 Q4	$4K	Buy	+56	New	+$4K	﹤0.01%	622