Creative Financial Designs’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 | – | Sell |
-38
| Closed | -$3.85K | – | 2094 |
|
2025
Q1 | $3.85K | Buy |
+38
| New | +$3.85K | ﹤0.01% | 1541 |
|
2023
Q4 | – | Sell |
-704
| Closed | -$51.8K | – | 1629 |
|
2023
Q3 | $51.8K | Hold |
704
| – | – | 0.01% | 627 |
|
2023
Q2 | $57.6K | Hold |
704
| – | – | 0.01% | 601 |
|
2023
Q1 | $58.9K | Hold |
704
| – | – | 0.01% | 562 |
|
2022
Q4 | $60.9K | Hold |
704
| – | – | 0.01% | 536 |
|
2022
Q3 | $57K | Hold |
704
| – | – | 0.01% | 525 |
|
2022
Q2 | $60K | Hold |
704
| – | – | 0.01% | 521 |
|
2022
Q1 | $64K | Hold |
704
| – | – | 0.01% | 511 |
|
2021
Q4 | $62K | Hold |
704
| – | – | 0.01% | 529 |
|
2021
Q3 | $56K | Hold |
704
| – | – | 0.01% | 588 |
|
2021
Q2 | $55K | Hold |
704
| – | – | 0.01% | 580 |
|
2021
Q1 | $56K | Hold |
704
| – | – | 0.01% | 534 |
|
2020
Q4 | $55K | Hold |
704
| – | – | 0.01% | 491 |
|
2020
Q3 | $51K | Hold |
704
| – | – | 0.01% | 458 |
|
2020
Q2 | $49K | Buy |
+704
| New | +$49K | 0.01% | 420 |
|