Granite Bay 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
2024
Q1
Sell
-3,850
Closed -$279K 169
2023
Q4
$279K Sell
3,850
-18,200
-83% -$1.32M ﹤0.01% 285
2023
Q3
$1.77M Buy
+22,050
New +$1.77M 0.02% 177