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Kellett Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

Kellett Wealth Advisors’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,690
Closed -$1.58M – 76
2024
Q1 		$1.58M Buy
18,690
+6,781
+57% +$573K 1.09% 19
2023
Q4 		$952K Buy
+11,909
New +$952K 0.71% 26