Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,123
| Closed | -$641K | – | 380 |
|
|
2021
Q3 | $641K | Buy |
8,123
+2,730
| +51% | +$215K | 0.07% | 200 |
|
|
2021
Q2 | $423K | Buy |
+5,393
| New | +$423K | 0.05% | 248 |
|
|
2020
Q3 | – | Sell |
-408
| Closed | -$28K | – | 638 |
|
|
2020
Q2 | $28K | Buy |
408
+386
| +1,755% | +$26.5K | 0.01% | 585 |
|
|
2020
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 921 |
|
|
2019
Q1 | – | Sell |
-854
| Closed | -$57K | – | 940 |
|
|
2018
Q4 | $57K | Buy |
+854
| New | +$57K | 0.02% | 349 |
|