D.J. St. Germain’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 | $24.4K | Sell |
233
-67
| -22% | -$7.01K | ﹤0.01% | 554 |
|
|
2025
Q1 | $30.4K | Hold |
300
| – | – | ﹤0.01% | 456 |
|
|
2024
Q4 | $28.9K | Hold |
300
| – | – | ﹤0.01% | 479 |
|
|
2024
Q3 | $30.6K | Hold |
300
| – | – | ﹤0.01% | 426 |
|
|
2024
Q2 | $26.4K | Hold |
300
| – | – | ﹤0.01% | 440 |
|
|
2024
Q1 | $25.4K | Sell |
300
-100
| -25% | -$8.45K | ﹤0.01% | 455 |
|
|
2023
Q4 | $32K | Hold |
400
| – | – | ﹤0.01% | 435 |
|
|
2023
Q3 | $29.4K | Hold |
400
| – | – | ﹤0.01% | 421 |
|
|
2023
Q2 | $32.7K | Buy |
+400
| New | +$32.7K | ﹤0.01% | 421 |
|