Householder Group Estate & Retirement Specialist’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
Q3 | – | Sell |
-702
| Closed | -$61K | – | 1236 |
|
|
2024
Q2 | $61K | Buy |
702
+3
| +0.4% | +$261 | 0.02% | 447 |
|
|
2024
Q1 | $59.1K | Buy |
699
+4
| +0.6% | +$338 | 0.02% | 445 |
|
|
2023
Q4 | $55K | Buy |
695
+12
| +2% | +$950 | 0.02% | 445 |
|
|
2023
Q3 | $50.3K | Buy |
+683
| New | +$50.3K | 0.02% | 444 |
|
|
2023
Q1 | $124K | Buy |
+1,476
| New | +$124K | 0.05% | 261 |
|
|
2022
Q4 | – | Sell |
-2,041
| Closed | -$165K | – | 672 |
|
|
2022
Q3 | $165K | Buy |
+2,041
| New | +$165K | 0.07% | 198 |
|