Fernwood Investment Management’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $123K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $216K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $412K | Sell |
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|
2017
Q1 | $651K | Sell |
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|
2016
Q4 | $676K | Sell |
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|
2016
Q3 | $956K | Sell |
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|
2016
Q2 | $1.29M | Sell |
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|
2016
Q1 | $1.57M | Sell |
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|
2015
Q4 | $1.53M | Sell |
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|
2015
Q3 | $1.59M | Sell |
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|
2015
Q2 | $1.54M | Sell |
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|
2015
Q1 | $1.75M | Sell |
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|
2014
Q4 | $2.05M | Sell |
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|
2014
Q3 | $1.92M | Sell |
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|
2014
Q2 | $2.18M | Sell |
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|
2014
Q1 | $2.31M | Sell |
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|
2013
Q4 | $2.13M | Buy |
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