Coppell Advisory Solutions’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
Q1 | – | Sell |
-408
| Closed | -$39.3K | – | 1043 |
|
|
2024
Q4 | $39.3K | Hold |
408
| – | – | 0.01% | 662 |
|
|
2024
Q3 | $41.4K | Hold |
408
| – | – | 0.01% | 608 |
|
|
2024
Q2 | $35.9K | Buy |
+408
| New | +$35.9K | 0.01% | 579 |
|
|
2023
Q4 | $33.5K | Buy |
419
+339
| +424% | +$27.1K | 0.01% | 590 |
|
|
2023
Q3 | $6.92K | Sell |
80
-238
| -75% | -$20.6K | ﹤0.01% | 670 |
|
|
2023
Q2 | $25.7K | Buy |
+318
| New | +$25.7K | 0.01% | 513 |
|
|
2023
Q1 | – | Sell |
-80
| Closed | -$6.92K | – | 625 |
|
|
2022
Q4 | $6.92K | Buy |
+80
| New | +$6.92K | ﹤0.01% | 674 |
|