Garrison Point Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
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|
2025
Q1 | $695K | Sell |
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|
2024
Q4 | $670K | Sell |
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|
2024
Q3 | $713K | Hold |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $532K | Hold |
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|
2023
Q3 | $490K | Hold |
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|
2023
Q2 | $544K | Sell |
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|
2023
Q1 | $562K | Hold |
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|
2022
Q4 | $581K | Hold |
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|
2022
Q3 | $544K | Buy |
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|
2022
Q2 | $574K | Sell |
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|
2022
Q1 | $624K | Hold |
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|
2021
Q4 | $607K | Hold |
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|
2021
Q3 | $542K | Hold |
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|
2021
Q2 | $539K | Hold |
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|
2021
Q1 | $546K | Hold |
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|
2020
Q4 | $532K | Buy |
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|
2020
Q3 | $500K | Buy |
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|
2020
Q2 | $469K | Buy |
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|
2020
Q1 | $460K | Sell |
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|
2019
Q4 | $552K | Buy |
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|
2019
Q3 | $550K | Buy |
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|
2019
Q2 | $486K | Buy |
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|
2019
Q1 | $443K | Buy |
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|
2018
Q4 | $352K | Buy |
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