Golden State Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13K | Hold |
58
| – | – | ﹤0.01% | 1186 |
|
|
2025
Q1 | $5.91K | Buy |
58
+1
| +2% | +$102 | ﹤0.01% | 1135 |
|
|
2024
Q4 | $5.57K | Buy |
+57
| New | +$5.57K | ﹤0.01% | 1102 |
|
|
2020
Q3 | – | Sell |
-90,486
| Closed | -$1.85M | – | 442 |
|
|
2020
Q2 | $1.85M | Buy |
90,486
+89,154
| +6,693% | +$1.82M | 0.59% | 30 |
|
|
2020
Q1 | $92K | Buy |
+1,332
| New | +$92K | 0.04% | 260 |
|
|
2019
Q4 | – | Sell |
-1,144
| Closed | -$93K | – | 453 |
|
|
2019
Q3 | $93K | Hold |
1,144
| – | – | 0.03% | 327 |
|
|
2019
Q2 | $86K | Hold |
1,144
| – | – | 0.03% | 352 |
|
|
2019
Q1 | $84K | Buy |
+1,144
| New | +$84K | 0.03% | 348 |
|