ICA Group 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
Q2 | $24.6K | Sell |
280
-35
| -11% | -$3.08K | 0.01% | 329 |
|
|
2024
Q1 | $26.6K | Hold |
315
| – | – | 0.01% | 690 |
|
|
2023
Q4 | $25.2K | Buy |
+315
| New | +$25.2K | 0.01% | 661 |
|
|
2023
Q3 | – | Sell |
-695
| Closed | -$56.8K | – | 677 |
|
|
2023
Q2 | $56.8K | Hold |
695
| – | – | 0.01% | 468 |
|
|
2023
Q1 | $58.2K | Sell |
695
-15
| -2% | -$1.26K | 0.01% | 455 |
|
|
2022
Q4 | $60.3K | Buy |
+710
| New | +$60.3K | 0.01% | 474 |
|