Concord Wealth Partners’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 | $37.6K | Buy |
360
+2
| +0.6% | +$209 | 0.01% | 376 |
|
|
2025
Q1 | $36.3K | Sell |
358
-23
| -6% | -$2.33K | 0.01% | 371 |
|
|
2024
Q4 | $36.6K | Hold |
381
| – | – | 0.01% | 379 |
|
|
2024
Q3 | $38.9K | Sell |
381
-37
| -9% | -$3.78K | 0.01% | 368 |
|
|
2024
Q2 | $36.7K | Buy |
418
+41
| +11% | +$3.6K | 0.01% | 346 |
|
|
2024
Q1 | $31.8K | Sell |
377
-5
| -1% | -$422 | 0.01% | 424 |
|
|
2023
Q4 | $30.5K | Buy |
382
+2
| +0.5% | +$160 | 0.01% | 431 |
|
|
2023
Q3 | $28K | Hold |
380
| – | – | 0.01% | 459 |
|
|
2023
Q2 | $31.1K | Buy |
380
+2
| +0.5% | +$164 | 0.01% | 428 |
|
|
2023
Q1 | $31.7K | Buy |
378
+2
| +0.5% | +$168 | 0.01% | 417 |
|
|
2022
Q4 | $32.5K | Buy |
+376
| New | +$32.5K | 0.01% | 457 |
|
|
2022
Q3 | – | Sell |
-371
| Closed | -$32K | – | 602 |
|
|
2022
Q2 | $32K | Buy |
371
+2
| +0.5% | +$173 | 0.01% | 445 |
|
|
2022
Q1 | $34K | Buy |
369
+2
| +0.5% | +$184 | 0.01% | 507 |
|
|
2021
Q4 | $32K | Buy |
+367
| New | +$32K | 0.01% | 542 |
|