Fulcrum Equity Management’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
2024
Q4
Sell
-11,497
Closed -$1.17M 130
2024
Q3
$1.17M Buy
+11,497
New +$1.17M 0.99% 27
2020
Q1
Sell
-7,202
Closed -$584K 69
2019
Q4
$584K Buy
+7,202
New +$584K 0.31% 49