GPA
Garrison Point Advisors’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
6,948
+100
| +1% | +$10.5K | 0.33% | 74 |
|
|
2025
Q1 | $695K | Sell |
6,848
-120
| -2% | -$12.2K | 0.34% | 78 |
|
|
2024
Q4 | $670K | Sell |
6,968
-17
| -0.2% | -$1.64K | 0.32% | 79 |
|
|
2024
Q3 | $713K | Hold |
6,985
| – | – | 0.44% | 67 |
|
|
2024
Q2 | $614K | Buy |
6,985
+275
| +4% | +$24.2K | 0.41% | 73 |
|
|
2024
Q1 | $567K | Buy |
6,710
+55
| +0.8% | +$4.65K | 0.36% | 87 |
|
|
2023
Q4 | $532K | Hold |
6,655
| – | – | 0.38% | 86 |
|
|
2023
Q3 | $490K | Hold |
6,655
| – | – | 0.38% | 84 |
|
|
2023
Q2 | $544K | Sell |
6,655
-56
| -0.8% | -$4.58K | 0.39% | 83 |
|
|
2023
Q1 | $562K | Hold |
6,711
| – | – | 0.42% | 79 |
|
|
2022
Q4 | $581K | Hold |
6,711
| – | – | 0.48% | 77 |
|
|
2022
Q3 | $544K | Buy |
6,711
+10
| +0.1% | +$811 | 0.49% | 69 |
|
|
2022
Q2 | $574K | Sell |
6,701
-160
| -2% | -$13.7K | 0.48% | 72 |
|
|
2022
Q1 | $624K | Hold |
6,861
| – | – | 0.44% | 73 |
|
|
2021
Q4 | $607K | Hold |
6,861
| – | – | 0.4% | 77 |
|
|
2021
Q3 | $542K | Hold |
6,861
| – | – | 0.39% | 80 |
|
|
2021
Q2 | $539K | Hold |
6,861
| – | – | 0.39% | 81 |
|
|
2021
Q1 | $546K | Hold |
6,861
| – | – | 0.42% | 77 |
|
|
2020
Q4 | $532K | Buy |
6,861
+3,437
| +100% | +$267K | 0.43% | 78 |
|
|
2020
Q3 | $500K | Buy |
3,424
+81
| +2% | +$11.8K | 0.45% | 73 |
|
|
2020
Q2 | $469K | Buy |
3,343
+15
| +0.5% | +$2.1K | 0.46% | 72 |
|
|
2020
Q1 | $460K | Sell |
3,328
-80
| -2% | -$11.1K | 0.56% | 63 |
|
|
2019
Q4 | $552K | Buy |
3,408
+30
| +0.9% | +$4.86K | 0.51% | 70 |
|
|
2019
Q3 | $550K | Buy |
3,378
+155
| +5% | +$25.2K | 0.54% | 68 |
|
|
2019
Q2 | $486K | Buy |
3,223
+215
| +7% | +$32.4K | 0.49% | 77 |
|
|
2019
Q1 | $443K | Buy |
3,008
+383
| +15% | +$56.4K | 0.46% | 80 |
|
|
2018
Q4 | $352K | Buy |
+2,625
| New | +$352K | 0.43% | 85 |
|