Concord Wealth Partners’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39.9K | Hold |
|
|||||
|
2025
Q2 | $37.6K | Buy |
|
|||||
|
2025
Q1 | $36.3K | Sell |
|
|||||
|
2024
Q4 | $36.6K | Hold |
|
|||||
|
2024
Q3 | $38.9K | Sell |
|
|||||
|
2024
Q2 | $36.7K | Buy |
|
|||||
|
2024
Q1 | $31.8K | Sell |
|
|||||
|
2023
Q4 | $30.5K | Buy |
|
|||||
|
2023
Q3 | $28K | Hold |
|
|||||
|
2023
Q2 | $31.1K | Buy |
|
|||||
|
2023
Q1 | $31.7K | Buy |
|
|||||
|
2022
Q4 | $32.5K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $32K | Buy |
|
|||||
|
2022
Q1 | $34K | Buy |
|
|||||
|
2021
Q4 | $32K | Buy |
|