Kalos Management’s iShares US Utilities ETF IDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$11K Hold
2023
Q1
$11.2K Sell
2022
Q4
$270K Sell
2022
Q3
$286K Sell
2022
Q2
$292K Buy
2022
Q1
$292K Buy
2020
Q3
Sell
2020
Q2
$1.82M Buy
2020
Q1
$529K Buy
2019
Q4
Sell
2019
Q3
$1.83M Buy
2019
Q2
$1.65M Buy
2016
Q2
Sell
2016
Q1
$1.63M Buy
2015
Q4
$1.63M Buy