DY
Dowling & Yahnke’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.96M | Sell |
24,166
-65
| -0.3% | -$5.28K | 0.09% | 175 |
|
|
2022
Q2 | $2.07M | Sell |
24,231
-45
| -0.2% | -$3.85K | 0.1% | 169 |
|
|
2022
Q1 | $2.21M | Sell |
24,276
-145
| -0.6% | -$13.2K | 0.1% | 170 |
|
|
2021
Q4 | $2.16M | Sell |
24,421
-248
| -1% | -$21.9K | 0.1% | 167 |
|
|
2021
Q3 | $1.95M | Sell |
24,669
-45
| -0.2% | -$3.55K | 0.11% | 169 |
|
|
2021
Q2 | $1.94M | Sell |
24,714
-160
| -0.6% | -$12.6K | 0.11% | 165 |
|
|
2021
Q1 | $1.98M | Sell |
24,874
-800
| -3% | -$63.6K | 0.14% | 156 |
|
|
2020
Q4 | $1.99M | Buy |
25,674
+12,437
| +94% | +$965K | 0.14% | 150 |
|
|
2020
Q3 | $1.93M | Sell |
13,237
-777
| -6% | -$113K | 0.16% | 146 |
|
|
2020
Q2 | $1.97M | Sell |
14,014
-375
| -3% | -$52.6K | 0.16% | 138 |
|
|
2020
Q1 | $1.99M | Buy |
14,389
+60
| +0.4% | +$8.29K | 0.19% | 129 |
|
|
2019
Q4 | $2.32M | Sell |
14,329
-315
| -2% | -$51K | 0.18% | 136 |
|
|
2019
Q3 | $2.39M | Sell |
14,644
-205
| -1% | -$33.4K | 0.2% | 131 |
|
|
2019
Q2 | $2.24M | Sell |
14,849
-90
| -0.6% | -$13.6K | 0.19% | 136 |
|
|
2019
Q1 | $2.2M | Sell |
14,939
-579
| -4% | -$85.3K | 0.21% | 119 |
|
|
2018
Q4 | $2.18M | Sell |
15,518
-30
| -0.2% | -$4.22K | 0.23% | 116 |
|
|
2018
Q3 | $2.09M | Sell |
15,548
-276
| -2% | -$37K | 0.18% | 142 |
|
|
2018
Q2 | $2.09M | Sell |
15,824
-728
| -4% | -$96.1K | 0.19% | 140 |
|
|
2018
Q1 | $2.11M | Buy |
16,552
+783
| +5% | +$99.8K | 0.2% | 134 |
|
|
2017
Q4 | $2.1M | Sell |
15,769
-75
| -0.5% | -$9.96K | 0.19% | 141 |
|
|
2017
Q3 | $2.11M | Sell |
15,844
-279
| -2% | -$37.1K | 0.21% | 131 |
|
|
2017
Q2 | $2.1M | Sell |
16,123
-328
| -2% | -$42.6K | 0.22% | 125 |
|
|
2017
Q1 | $2.11M | Sell |
16,451
-365
| -2% | -$46.9K | 0.23% | 123 |
|
|
2016
Q4 | $2.05M | Sell |
16,816
-415
| -2% | -$50.6K | 0.23% | 121 |
|
|
2016
Q3 | $2.11M | Sell |
17,231
-160
| -0.9% | -$19.6K | 0.25% | 116 |
|
|
2016
Q2 | $2.28M | Sell |
17,391
-610
| -3% | -$80.1K | 0.27% | 110 |
|
|
2016
Q1 | $2.23M | Sell |
18,001
-540
| -3% | -$66.8K | 0.27% | 108 |
|
|
2015
Q4 | $2M | Sell |
18,541
-482
| -3% | -$52K | 0.25% | 114 |
|
|
2015
Q3 | $2.05M | Sell |
19,023
-1,343
| -7% | -$145K | 0.28% | 108 |
|
|
2015
Q2 | $2.11M | Sell |
20,366
-237
| -1% | -$24.6K | 0.27% | 112 |
|
|
2015
Q1 | $2.3M | Sell |
20,603
-754
| -4% | -$84.3K | 0.29% | 104 |
|
|
2014
Q4 | $2.53M | Sell |
21,357
-150
| -0.7% | -$17.7K | 0.31% | 100 |
|
|
2014
Q3 | $2.26M | Sell |
21,507
-400
| -2% | -$42.1K | 0.3% | 104 |
|
|
2014
Q2 | $2.44M | Sell |
21,907
-1,864
| -8% | -$208K | 0.32% | 100 |
|
|
2014
Q1 | $2.48M | Sell |
23,771
-443
| -2% | -$46.2K | 0.33% | 99 |
|
|
2013
Q4 | $2.32M | Sell |
24,214
-365
| -1% | -$35K | 0.33% | 99 |
|
|
2013
Q3 | $2.31M | Sell |
24,579
-543
| -2% | -$51K | 0.36% | 94 |
|
|
2013
Q2 | $2.38M | Buy |
+25,122
| New | +$2.38M | 0.4% | 86 |
|