IHT 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
Q4 | – | Sell |
-2,375
| Closed | -$242K | – | 1140 |
|
|
2024
Q3 | $242K | Buy |
+2,375
| New | +$242K | 0.01% | 1006 |
|
|
2020
Q1 | – | Sell |
-4,698
| Closed | -$381K | – | 602 |
|
|
2019
Q4 | $381K | Sell |
4,698
-1,132
| -19% | -$91.8K | 0.05% | 383 |
|
|
2019
Q3 | $475K | Buy |
+5,830
| New | +$475K | 0.06% | 322 |
|
|
2018
Q2 | – | Sell |
-80
| Closed | -$5K | – | 857 |
|
|
2018
Q1 | $5K | Sell |
80
-142
| -64% | -$8.88K | ﹤0.01% | 1337 |
|
|
2017
Q4 | $15K | Buy |
222
+142
| +178% | +$9.6K | ﹤0.01% | 1069 |
|
|
2017
Q3 | $5K | Sell |
80
-800
| -91% | -$50K | ﹤0.01% | 1091 |
|
|
2017
Q2 | $25 | Sell |
880
-160
| -15% | -$5 | 0.01% | 716 |
|
|
2017
Q1 | $78K | Buy |
1,040
+960
| +1,200% | +$72K | 0.05% | 319 |
|
|
2016
Q4 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 916 |
|