Choate Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.1K | Buy |
+670
| New | +$70.1K | ﹤0.01% | 432 |
|
|
2023
Q4 | – | Sell |
-670
| Closed | -$49.3K | – | 404 |
|
|
2023
Q3 | $49.3K | Hold |
670
| – | – | ﹤0.01% | 401 |
|
|
2023
Q2 | $54.8K | Hold |
670
| – | – | ﹤0.01% | 319 |
|
|
2023
Q1 | $56.1K | Hold |
670
| – | – | ﹤0.01% | 293 |
|
|
2022
Q4 | $58K | Hold |
670
| – | – | ﹤0.01% | 300 |
|
|
2022
Q3 | $54K | Hold |
670
| – | – | ﹤0.01% | 265 |
|
|
2022
Q2 | $57K | Hold |
670
| – | – | ﹤0.01% | 285 |
|
|
2022
Q1 | $61K | Hold |
670
| – | – | ﹤0.01% | 323 |
|
|
2021
Q4 | $59K | Hold |
670
| – | – | ﹤0.01% | 310 |
|
|
2021
Q3 | $53K | Hold |
670
| – | – | ﹤0.01% | 281 |
|
|
2021
Q2 | $53K | Hold |
670
| – | – | ﹤0.01% | 295 |
|
|
2021
Q1 | $53K | Hold |
670
| – | – | ﹤0.01% | 277 |
|
|
2020
Q4 | $52K | Hold |
670
| – | – | ﹤0.01% | 263 |
|
|
2020
Q3 | $49K | Buy |
+670
| New | +$49K | ﹤0.01% | 259 |
|
|
2015
Q1 | – | Sell |
-670
| Closed | -$39.6K | – | 265 |
|
|
2014
Q4 | $39.6K | Buy |
+670
| New | +$39.6K | ﹤0.01% | 259 |
|
|
2014
Q3 | – | Sell |
-670
| Closed | -$37.3K | – | 280 |
|
|
2014
Q2 | $37.3K | Hold |
670
| – | – | ﹤0.01% | 276 |
|
|
2014
Q1 | $34.9K | Buy |
+670
| New | +$34.9K | ﹤0.01% | 274 |
|