Garden State Investment Advisory Services’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
Q1 | – | Sell |
-2,651
| Closed | -$212K | – | 228 |
|
|
2023
Q4 | $212K | Sell |
2,651
-513
| -16% | -$41K | 0.08% | 190 |
|
|
2023
Q3 | $233K | Sell |
3,164
-950
| -23% | -$69.9K | 0.11% | 159 |
|
|
2023
Q2 | $336K | Buy |
4,114
+3
| +0.1% | +$245 | 0.13% | 129 |
|
|
2023
Q1 | $344K | Buy |
4,111
+2
| +0% | +$167 | 0.15% | 120 |
|
|
2022
Q4 | $356K | Buy |
+4,109
| New | +$356K | 0.21% | 110 |
|