Hazlett, Burt & Watson’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 588 |
|
|
2025
Q1 | $10K | Sell |
100
-34
| -25% | -$3.4K | ﹤0.01% | 567 |
|
|
2024
Q4 | $13K | Hold |
134
| – | – | 0.01% | 510 |
|
|
2024
Q3 | $14K | Sell |
134
-16
| -11% | -$1.67K | 0.01% | 499 |
|
|
2024
Q2 | $13K | Hold |
150
| – | – | 0.01% | 499 |
|
|
2024
Q1 | $13K | Hold |
150
| – | – | 0.01% | 487 |
|
|
2023
Q4 | $12K | Hold |
150
| – | – | 0.01% | 474 |
|
|
2023
Q3 | $11K | Hold |
150
| – | – | 0.01% | 490 |
|
|
2023
Q2 | $12K | Hold |
150
| – | – | 0.01% | 463 |
|
|
2023
Q1 | $13K | Hold |
150
| – | – | 0.01% | 423 |
|
|
2022
Q4 | $13K | Hold |
150
| – | – | 0.01% | 437 |
|
|
2022
Q3 | $12K | Hold |
150
| – | – | 0.01% | 439 |
|
|
2022
Q2 | $13K | Hold |
150
| – | – | 0.01% | 428 |
|
|
2022
Q1 | $14K | Buy |
+150
| New | +$14K | 0.01% | 434 |
|