Glenview Trust’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,560
| Closed | -$203K | – | 415 |
|
2021
Q1 | $203K | Sell |
2,560
-100
| -4% | -$7.93K | 0.01% | 382 |
|
2020
Q4 | $207K | Sell |
2,660
-80
| -3% | -$6.23K | 0.01% | 335 |
|
2020
Q3 | $200K | Sell |
2,740
-768
| -22% | -$56.1K | 0.01% | 325 |
|
2020
Q2 | $245K | Buy |
+3,508
| New | +$245K | 0.01% | 299 |
|