Johnson Financial Group Inc (Wisconsin)’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 | – | Sell |
-50
| Closed | -$4.23K | – | 892 |
|
|
2024
Q1 | $4.23K | Buy |
+50
| New | +$4.23K | ﹤0.01% | 604 |
|
|
2023
Q4 | – | Sell |
-1,350
| Closed | -$100K | – | 965 |
|
|
2023
Q3 | $100K | Hold |
1,350
| – | – | 0.01% | 309 |
|
|
2023
Q2 | $110K | Hold |
1,350
| – | – | 0.01% | 323 |
|
|
2023
Q1 | $113K | Buy |
+1,350
| New | +$113K | 0.01% | 328 |
|