Clearstead 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 | – | Hold |
0
| – | -$35 | – | 2800 |
|
|
2025
Q1 | – | Hold |
0
| – | -$33 | – | 2166 |
|
|
2024
Q4 | – | Hold |
0
| – | -$35 | – | 2072 |
|
|
2024
Q3 | – | Sell |
-173
| Closed | -$15.2K | – | 2017 |
|
|
2024
Q2 | $15.2K | Buy |
173
+1
| +0.6% | +$88 | ﹤0.01% | 1448 |
|
|
2024
Q1 | $15.7K | Hold |
172
| – | – | ﹤0.01% | 980 |
|
|
2023
Q4 | $13.7K | Sell |
172
-166
| -49% | -$13.2K | ﹤0.01% | 1002 |
|
|
2023
Q3 | $24.8K | Buy |
338
+169
| +100% | +$12.4K | ﹤0.01% | 986 |
|
|
2023
Q2 | $13.8K | Buy |
169
+1
| +0.6% | +$82 | ﹤0.01% | 944 |
|
|
2023
Q1 | $14.1K | Buy |
168
+1
| +0.6% | +$84 | ﹤0.01% | 901 |
|
|
2022
Q4 | $14.4K | Buy |
167
+1
| +0.6% | +$86 | ﹤0.01% | 857 |
|
|
2022
Q3 | $13K | Buy |
166
+1
| +0.6% | +$78 | ﹤0.01% | 844 |
|
|
2022
Q2 | $14K | Buy |
165
+1
| +0.6% | +$85 | ﹤0.01% | 868 |
|
|
2022
Q1 | $15K | Buy |
164
+1
| +0.6% | +$91 | ﹤0.01% | 918 |
|
|
2021
Q4 | $14K | Buy |
163
+1
| +0.6% | +$86 | ﹤0.01% | 880 |
|
|
2021
Q3 | $13K | Buy |
162
+1
| +0.6% | +$80 | ﹤0.01% | 902 |
|
|
2021
Q2 | $13K | Buy |
161
+1
| +0.6% | +$81 | ﹤0.01% | 765 |
|
|
2021
Q1 | $13K | Buy |
160
+1
| +0.6% | +$81 | ﹤0.01% | 746 |
|
|
2020
Q4 | $12K | Buy |
159
+1
| +0.6% | +$75 | ﹤0.01% | 695 |
|
|
2020
Q3 | $11K | Buy |
158
+2
| +1% | +$139 | ﹤0.01% | 653 |
|
|
2020
Q2 | $11K | Hold |
156
| – | – | ﹤0.01% | 593 |
|
|
2020
Q1 | $11K | Buy |
+156
| New | +$11K | ﹤0.01% | 563 |
|