Harbour 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Buy |
8,991
+5,249
| +140% | +$549K | 0.02% | 548 |
|
|
2025
Q1 | $380K | Buy |
3,742
+1,468
| +65% | +$149K | 0.01% | 827 |
|
|
2024
Q4 | $219K | Buy |
2,274
+931
| +69% | +$89.6K | 0.01% | 998 |
|
|
2024
Q3 | $137K | Buy |
1,343
+627
| +88% | +$64K | ﹤0.01% | 1178 |
|
|
2024
Q2 | $62.9K | Buy |
716
+20
| +3% | +$1.76K | ﹤0.01% | 1455 |
|
|
2024
Q1 | $58.8K | Buy |
696
+101
| +17% | +$8.53K | ﹤0.01% | 1452 |
|
|
2023
Q4 | $47.5K | Buy |
595
+234
| +65% | +$18.7K | ﹤0.01% | 1476 |
|
|
2023
Q3 | $26.5K | Hold |
361
| – | – | ﹤0.01% | 1623 |
|
|
2023
Q2 | $29.5K | Buy |
361
+1
| +0.3% | +$82 | ﹤0.01% | 1602 |
|
|
2023
Q1 | $30.2K | Hold |
360
| – | – | ﹤0.01% | 1560 |
|
|
2022
Q4 | $31.1K | Buy |
360
+101
| +39% | +$8.74K | ﹤0.01% | 1492 |
|
|
2022
Q3 | $22K | Hold |
259
| – | – | ﹤0.01% | 1600 |
|
|
2022
Q2 | $22K | Buy |
+259
| New | +$22K | ﹤0.01% | 1600 |
|
|
2021
Q4 | $18K | Sell |
200
-1,027
| -84% | -$92.4K | ﹤0.01% | 1713 |
|
|
2021
Q3 | $97K | Hold |
1,227
| – | – | ﹤0.01% | 1392 |
|
|
2021
Q2 | $96K | Buy |
1,227
+202
| +20% | +$15.8K | ﹤0.01% | 1417 |
|
|
2021
Q1 | $82K | Buy |
+1,025
| New | +$82K | ﹤0.01% | 1402 |
|