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