Delos Wealth Advisors’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
$15.7K Buy
+150
New +$15.7K 0.01% 148
2025
Q1
Sell
-150
Closed -$14.4K 110
2024
Q4
$14.4K Buy
150
+50
+50% +$4.81K 0.01% 106
2024
Q3
$10.2K Buy
+100
New +$10.2K 0.01% 108