Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | -$18 | – | 1430 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1194 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$8K | – | 1152 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 747 |
|
|
2019
Q3 | $8K | Sell |
100
-340
| -77% | -$27.2K | ﹤0.01% | 706 |
|
|
2019
Q2 | $33K | Buy |
440
+340
| +340% | +$25.5K | ﹤0.01% | 432 |
|
|
2019
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 605 |
|
|
2018
Q4 | $7K | Buy |
100
+40
| +67% | +$2.8K | ﹤0.01% | 652 |
|
|
2018
Q3 | $3K | Sell |
60
-40
| -40% | -$2K | ﹤0.01% | 803 |
|
|
2018
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 669 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 697 |
|
|
2017
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 646 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$7K | – | 449 |
|
|
2017
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 532 |
|
|
2017
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 583 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 523 |
|
|
2016
Q3 | $6K | Sell |
100
-60
| -38% | -$3.6K | ﹤0.01% | 511 |
|
|
2016
Q2 | $11K | Sell |
160
-158
| -50% | -$10.9K | ﹤0.01% | 419 |
|
|
2016
Q1 | $20K | Sell |
318
-178
| -36% | -$11.2K | ﹤0.01% | 350 |
|
|
2015
Q4 | $27K | Hold |
496
| – | – | ﹤0.01% | 297 |
|
|
2015
Q3 | $27K | Buy |
496
+100
| +25% | +$5.44K | ﹤0.01% | 280 |
|
|
2015
Q2 | $21K | Buy |
+396
| New | +$21K | ﹤0.01% | 306 |
|