Johnson Midwest Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-248
| Closed | -$21K | – | 335 |
|
|
2022
Q2 | $21K | Hold |
248
| – | – | 0.03% | 126 |
|
|
2022
Q1 | $23K | Hold |
248
| – | – | 0.03% | 116 |
|
|
2021
Q4 | $22K | Hold |
248
| – | – | 0.02% | 126 |
|
|
2021
Q3 | $20K | Hold |
248
| – | – | 0.02% | 140 |
|
|
2021
Q2 | $19K | Hold |
248
| – | – | 0.02% | 137 |
|
|
2021
Q1 | $20K | Hold |
248
| – | – | 0.02% | 124 |
|
|
2020
Q4 | $19K | Buy |
+248
| New | +$19K | 0.02% | 133 |
|